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 8-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 | $106,260 | $159,901-33.5% | $146,958-27.7% | $145,922-27.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 6.56% | 98.13%-91.6pp | 418.34%-411.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $6,965 | $5,286+31.8% | $4,933+41.2% | $4,660+49.5% |
| Participant deferral / active EE | $16,083 | $8,428+90.8% | $8,070+99.3% | $6,688+140.5% |
| Admin fee / account holder | $249 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |