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 6-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 | $62,294 | $201,272-69.0% | $184,203-66.2% | $145,922-57.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.74% | 29.00%-25.3pp | 28.81%-25.1pp | 561.29%-557.5pp |
| Employer contribution / active EE | $1,920 | $7,022-72.7% | $6,427-70.1% | $4,660-58.8% |
| Participant deferral / active EE | $11,817 | $9,806+20.5% | $9,131+29.4% | $6,688+76.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |