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 | $62,202 | $165,335-62.4% | $149,696-58.4% | $158,922-60.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.08% | 348.15%-340.1pp | 276.60%-268.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $8,103 | $5,103+58.8% | $4,644+74.5% | $4,761+70.2% |
| Participant deferral / active EE | $15,795 | $7,181+119.9% | $6,842+130.9% | $5,982+164.0% |
| Admin fee / account holder | $247 | $10,807-97.7% | $9,309-97.4% | $11,246-97.8% |