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 | $138,266 | $214,378-35.5% | $200,582-31.1% | $142,382-2.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.29% | 46.41%-42.1pp | 42.33%-38.0pp | 217.08%-212.8pp |
| Employer contribution / active EE | $5,586 | $6,841-18.3% | $6,419-13.0% | $4,299+29.9% |
| Participant deferral / active EE | $6,110 | $9,865-38.1% | $9,331-34.5% | $6,507-6.1% |
| Admin fee / account holder | $205 | $17,692-98.8% | $16,305-98.7% | $12,624-98.4% |