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 | $100,682 | $179,726-44.0% | $156,263-35.6% | $142,382-29.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.06% | 77.86%-74.8pp | 59.47%-56.4pp | 217.08%-214.0pp |
| Employer contribution / active EE | $3,701 | $5,069-27.0% | $4,333-14.6% | $4,299-13.9% |
| Participant deferral / active EE | $3,701 | $6,956-46.8% | $6,158-39.9% | $6,507-43.1% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |