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 6-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 | $45,626 | $159,901-71.5% | $146,958-69.0% | $145,922-68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.27% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.0pp |
| Employer contribution / active EE | $2,285 | $5,286-56.8% | $4,933-53.7% | $4,660-51.0% |
| Participant deferral / active EE | $11,257 | $8,428+33.6% | $8,070+39.5% | $6,688+68.3% |
| Admin fee / account holder | $26 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |