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 | $61,526 | $183,519-66.5% | $155,509-60.4% | $145,922-57.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.49% | 61.17%-54.7pp | 64.67%-58.2pp | 561.29%-554.8pp |
| Employer contribution / active EE | $8,545 | $5,313+60.8% | $4,672+82.9% | $4,660+83.4% |
| Participant deferral / active EE | $6,837 | $6,462+5.8% | $5,626+21.5% | $6,688+2.2% |
| Admin fee / account holder | $274 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |