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 4-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 | $80,914 | $214,378-62.3% | $200,582-59.7% | $142,382-43.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.41% | 46.41%-42.0pp | 42.33%-37.9pp | 217.08%-212.7pp |
| Employer contribution / active EE | $18,493 | $6,841+170.3% | $6,419+188.1% | $4,299+330.2% |
| Participant deferral / active EE | $9,925 | $9,865+0.6% | $9,331+6.4% | $6,507+52.5% |
| Admin fee / account holder | $257 | $17,692-98.5% | $16,305-98.4% | $12,624-98.0% |