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 10-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 | $58,168 | $183,519-68.3% | $155,509-62.6% | $145,922-60.1% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 7.96% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $6,683 | $5,313+25.8% | $4,672+43.0% | $4,660+43.4% |
| Participant deferral / active EE | $4,360 | $6,462-32.5% | $5,626-22.5% | $6,688-34.8% |
| Admin fee / account holder | $296 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |