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 | $117,720 | $111,754+5.3% | $103,333+13.9% | $145,922-19.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.48% | 24.77%-19.3pp | 24.88%-19.4pp | 561.29%-555.8pp |
| Employer contribution / active EE | $2,710 | $4,212-35.7% | $3,868-29.9% | $4,660-41.8% |
| Participant deferral / active EE | $4,211 | $5,619-25.0% | $5,057-16.7% | $6,688-37.0% |
| Admin fee / account holder | $54 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |