See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,403 | $30,400+9.9% | $53,898-38.0% | $84,808-60.6% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 4.08% | 500.19%-496.1pp | 528.60%-524.5pp | 40.90%-36.8pp |
| Employer contribution / active EE | $2,227 | $603+269.5% | $932+138.9% | $2,631-15.4% |
| Participant deferral / active EE | $2,231 | $1,199+86.2% | $1,826+22.2% | $4,212-47.0% |
| Admin fee / account holder | $78 | $1,993-96.1% | $2,491-96.9% | $7,344-98.9% |