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 8-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 | $145,553 | $165,335-12.0% | $149,696-2.8% | $158,922-8.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.49% | 348.15%-345.7pp | 276.60%-274.1pp | 302.83%-300.3pp |
| Employer contribution / active EE | $5,381 | $5,103+5.4% | $4,644+15.9% | $4,761+13.0% |
| Participant deferral / active EE | $3,533 | $7,181-50.8% | $6,842-48.4% | $5,982-40.9% |
| Admin fee / account holder | $178 | $10,807-98.4% | $9,309-98.1% | $11,246-98.4% |