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 5-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 | $63,982 | $165,335-61.3% | $149,696-57.3% | $158,922-59.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.01% | 348.15%-341.1pp | 276.60%-269.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $20,282 | $5,103+297.5% | $4,644+336.7% | $4,761+326.0% |
| Participant deferral / active EE | $13,737 | $7,181+91.3% | $6,842+100.8% | $5,982+129.6% |
| Admin fee / account holder | $5 | $10,807-100.0% | $9,309-99.9% | $11,246-100.0% |