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 10-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 | $61,130 | $106,584-42.6% | $101,326-39.7% | $142,382-57.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 1.11% | 36.93%-35.8pp | 36.82%-35.7pp | 217.08%-216.0pp |
| Employer contribution / active EE | $6,322 | $3,956+59.8% | $3,665+72.5% | $4,299+47.1% |
| Participant deferral / active EE | $13,304 | $8,297+60.3% | $7,994+66.4% | $6,507+104.5% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |