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 8-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 | $28,252 | $157,256-82.0% | $141,162-80.0% | $152,861-81.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 6.87% | 64.32%-57.5pp | 71.39%-64.5pp | 345.32%-338.4pp |
| Employer contribution / active EE | $6,226 | $5,261+18.3% | $4,735+31.5% | $4,762+30.7% |
| Participant deferral / active EE | $0 | $7,109-100.0% | $6,709-100.0% | $5,850-100.0% |
| Admin fee / account holder | $100 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |