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 | $88,079 | $117,841-25.3% | $102,423-14.0% | $145,922-39.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.75% | 31.65%-23.9pp | 29.32%-21.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,178 | $3,615-12.1% | $3,023+5.1% | $4,660-31.8% |
| Participant deferral / active EE | $9,065 | $5,731+58.2% | $5,053+79.4% | $6,688+35.6% |
| Admin fee / account holder | $39 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |