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 | $68,906 | $157,256-56.2% | $141,162-51.2% | $152,861-54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.56% | 64.32%-60.8pp | 71.39%-67.8pp | 345.32%-341.8pp |
| Employer contribution / active EE | $4,969 | $5,261-5.6% | $4,735+4.9% | $4,762+4.3% |
| Participant deferral / active EE | $11,196 | $7,109+57.5% | $6,709+66.9% | $5,850+91.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |