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 | $69,551 | $165,984-58.1% | $164,813-57.8% | $145,922-52.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.23% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $7,998 | $5,273+51.7% | $4,341+84.3% | $4,660+71.6% |
| Participant deferral / active EE | $9,436 | $6,959+35.6% | $6,031+56.4% | $6,688+41.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |