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 | $72,346 | $108,919-33.6% | $100,391-27.9% | $145,922-50.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 4.53% | 57.88%-53.4pp | 49.20%-44.7pp | 561.29%-556.8pp |
| Employer contribution / active EE | $4,840 | $4,419+9.5% | $3,942+22.8% | $4,660+3.9% |
| Participant deferral / active EE | $10,167 | $8,445+20.4% | $8,082+25.8% | $6,688+52.0% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |