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 7-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 | $243,135 | $111,754+117.6% | $103,333+135.3% | $145,922+66.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.27% | 24.77%-20.5pp | 24.88%-20.6pp | 561.29%-557.0pp |
| Employer contribution / active EE | $33,089 | $4,212+685.5% | $3,868+755.5% | $4,660+610.1% |
| Participant deferral / active EE | $15,800 | $5,619+181.2% | $5,057+212.4% | $6,688+136.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |