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 | $32,677 | $157,256-79.2% | $141,162-76.9% | $152,861-78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.26% | 64.32%-58.1pp | 71.39%-65.1pp | 345.32%-339.1pp |
| Employer contribution / active EE | $13,781 | $5,261+162.0% | $4,735+191.1% | $4,762+189.4% |
| Participant deferral / active EE | $7,383 | $7,109+3.9% | $6,709+10.1% | $5,850+26.2% |
| Admin fee / account holder | $203 | $12,120-98.3% | $10,261-98.0% | $11,596-98.3% |