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 | $108,605 | $201,272-46.0% | $184,203-41.0% | $145,922-25.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.08% | 29.00%-20.9pp | 28.81%-20.7pp | 561.29%-553.2pp |
| Employer contribution / active EE | $16,997 | $7,022+142.1% | $6,427+164.5% | $4,660+264.8% |
| Participant deferral / active EE | $12,381 | $9,806+26.3% | $9,131+35.6% | $6,688+85.1% |
| Admin fee / account holder | $290 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |