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 | $85,695 | $100,852-15.0% | $90,404-5.2% | $158,922-46.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 2.10% | 1724.20%-1722.1pp | 1293.02%-1290.9pp | 302.83%-300.7pp |
| Employer contribution / active EE | $7,061 | $3,689+91.4% | $3,262+116.5% | $4,761+48.3% |
| Participant deferral / active EE | $7,728 | $4,348+77.7% | $3,963+95.0% | $5,982+29.2% |
| Admin fee / account holder | $171 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |