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 | $57,367 | $183,519-68.7% | $155,509-63.1% | $145,922-60.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.56% | 61.17%-56.6pp | 64.67%-60.1pp | 561.29%-556.7pp |
| Employer contribution / active EE | $3,806 | $5,313-28.4% | $4,672-18.5% | $4,660-18.3% |
| Participant deferral / active EE | $5,400 | $6,462-16.4% | $5,626-4.0% | $6,688-19.3% |
| Admin fee / account holder | $44 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |