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 7-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 | $140,228 | $152,587-8.1% | $125,175+12.0% | $152,861-8.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.48% | 54.84%-51.4pp | 43.79%-40.3pp | 345.32%-341.8pp |
| Employer contribution / active EE | $8,067 | $4,946+63.1% | $3,865+108.7% | $4,762+69.4% |
| Participant deferral / active EE | $3,347 | $5,868-43.0% | $4,937-32.2% | $5,850-42.8% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |