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 7-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 | $114,962 | $227,553-49.5% | $189,557-39.4% | $167,490-31.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.30% | 78.40%-71.1pp | 64.17%-56.9pp | 478.56%-471.3pp |
| Employer contribution / active EE | $28,986 | $5,316+445.2% | $4,412+556.9% | $4,837+499.2% |
| Participant deferral / active EE | $15,000 | $7,002+114.2% | $6,174+143.0% | $6,341+136.5% |
| Admin fee / account holder | $298 | $11,878-97.5% | $9,807-97.0% | $12,309-97.6% |