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 9-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 | $59,262 | $159,602-62.9% | $150,045-60.5% | $142,382-58.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 7.15% | 70.24%-63.1pp | 62.55%-55.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $6,389 | $4,961+28.8% | $4,693+36.1% | $4,299+48.6% |
| Participant deferral / active EE | $12,388 | $8,310+49.1% | $7,997+54.9% | $6,507+90.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |