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 | $110,839 | $89,698+23.6% | $103,476+7.1% | $80,856+37.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | -1.47% | 22.78%-24.3pp | 23.90%-25.4pp | 35.59%-37.1pp |
| Employer contribution / active EE | $3,009 | $4,018-25.1% | $4,672-35.6% | $2,755+9.2% |
| Participant deferral / active EE | $2,018 | $5,456-63.0% | $6,623-69.5% | $4,296-53.0% |
| Admin fee / account holder | $18 | $6,768-99.7% | $9,413-99.8% | $6,918-99.7% |