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 6-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 | $221,755 | $99,877+122.0% | $84,966+161.0% | $145,922+52.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.53% | 83.76%-76.2pp | 66.38%-58.9pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,140 | $3,231-64.7% | $2,727-58.2% | $4,660-75.5% |
| Participant deferral / active EE | $2,850 | $5,291-46.1% | $4,519-36.9% | $6,688-57.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |