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 6-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 | $26,235 | $176,056-85.1% | $159,436-83.5% | $167,490-84.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.43% | 331.75%-322.3pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $8,212 | $5,297+55.0% | $4,829+70.0% | $4,837+69.8% |
| Participant deferral / active EE | $9,488 | $7,750+22.4% | $7,352+29.1% | $6,341+49.6% |
| Admin fee / account holder | $133 | $12,554-98.9% | $10,799-98.8% | $12,309-98.9% |