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 | $62,065 | $157,256-60.5% | $141,162-56.0% | $152,861-59.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.91% | 64.32%-53.4pp | 71.39%-60.5pp | 345.32%-334.4pp |
| Employer contribution / active EE | $4,839 | $5,261-8.0% | $4,735+2.2% | $4,762+1.6% |
| Participant deferral / active EE | $9,833 | $7,109+38.3% | $6,709+46.6% | $5,850+68.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |