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 9-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 | $98,056 | $157,256-37.6% | $141,162-30.5% | $152,861-35.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.29% | 64.32%-62.0pp | 71.39%-69.1pp | 345.32%-343.0pp |
| Employer contribution / active EE | $19,358 | $5,261+268.0% | $4,735+308.8% | $4,762+306.5% |
| Participant deferral / active EE | $13,475 | $7,109+89.5% | $6,709+100.8% | $5,850+130.3% |
| Admin fee / account holder | $263 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |