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 | $76,669 | $214,378-64.2% | $200,582-61.8% | $142,382-46.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.65% | 46.41%-43.8pp | 42.33%-39.7pp | 217.08%-214.4pp |
| Employer contribution / active EE | $18,796 | $6,841+174.7% | $6,419+192.8% | $4,299+337.2% |
| Participant deferral / active EE | $24,548 | $9,865+148.8% | $9,331+163.1% | $6,507+277.2% |
| Admin fee / account holder | $56 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |