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 | $56,436 | $148,534-62.0% | $135,903-58.5% | $139,434-59.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.63% | 79.19%-68.6pp | 68.23%-57.6pp | 372.94%-362.3pp |
| Employer contribution / active EE | $4,040 | $5,243-22.9% | $4,856-16.8% | $4,751-15.0% |
| Participant deferral / active EE | $6,963 | $8,100-14.0% | $7,758-10.2% | $6,710+3.8% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |