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 4-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 | $90,005 | $159,901-43.7% | $146,958-38.8% | $145,922-38.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.20% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $14,819 | $5,286+180.3% | $4,933+200.4% | $4,660+218.0% |
| Participant deferral / active EE | $9,484 | $8,428+12.5% | $8,070+17.5% | $6,688+41.8% |
| Admin fee / account holder | $206 | $15,044-98.6% | $12,998-98.4% | $13,397-98.5% |