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 5-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 | $50,414 | $106,584-52.7% | $101,326-50.2% | $142,382-64.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 4.84% | 36.93%-32.1pp | 36.82%-32.0pp | 217.08%-212.2pp |
| Employer contribution / active EE | $2,668 | $3,956-32.6% | $3,665-27.2% | $4,299-37.9% |
| Participant deferral / active EE | $12,403 | $8,297+49.5% | $7,994+55.2% | $6,507+90.6% |
| Admin fee / account holder | $121 | $11,446-98.9% | $11,185-98.9% | $12,624-99.0% |