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 | $135,523 | $114,381+18.5% | $107,525+26.0% | $142,382-4.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.94% | 242.71%-237.8pp | 181.32%-176.4pp | 217.08%-212.1pp |
| Employer contribution / active EE | $1,766 | $4,015-56.0% | $3,754-53.0% | $4,299-58.9% |
| Participant deferral / active EE | $6,933 | $5,564+24.6% | $5,116+35.5% | $6,507+6.5% |
| Admin fee / account holder | $5 | $9,860-99.9% | $8,919-99.9% | $12,624-100.0% |