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 | $59,285 | $227,553-73.9% | $189,557-68.7% | $167,490-64.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.42% | 78.40%-74.0pp | 64.17%-59.8pp | 478.56%-474.1pp |
| Employer contribution / active EE | $13,851 | $5,316+160.5% | $4,412+213.9% | $4,837+186.3% |
| Participant deferral / active EE | $11,053 | $7,002+57.8% | $6,174+79.0% | $6,341+74.3% |
| Admin fee / account holder | $37 | $11,878-99.7% | $9,807-99.6% | $12,309-99.7% |