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 | $102,512 | $201,272-49.1% | $184,203-44.3% | $145,922-29.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.70% | 29.00%-20.3pp | 28.81%-20.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,658 | $7,022-62.2% | $6,427-58.7% | $4,660-43.0% |
| Participant deferral / active EE | $3,389 | $9,806-65.4% | $9,131-62.9% | $6,688-49.3% |
| Admin fee / account holder | $64 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |