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 9-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 | $90,697 | $100,852-10.1% | $90,404+0.3% | $158,922-42.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 4.00% | 1724.20%-1720.2pp | 1293.02%-1289.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,638 | $3,689-55.6% | $3,262-49.8% | $4,761-65.6% |
| Participant deferral / active EE | $6,506 | $4,348+49.6% | $3,963+64.2% | $5,982+8.8% |
| Admin fee / account holder | $267 | $6,501-95.9% | $5,611-95.2% | $11,246-97.6% |