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 4-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 | $56,162 | $183,519-69.4% | $155,509-63.9% | $145,922-61.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.42% | 61.17%-53.7pp | 64.67%-57.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $9,273 | $5,313+74.5% | $4,672+98.5% | $4,660+99.0% |
| Participant deferral / active EE | $18,023 | $6,462+178.9% | $5,626+220.3% | $6,688+169.5% |
| Admin fee / account holder | $252 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |