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 6-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 | $54,777 | $80,673-32.1% | $101,326-45.9% | $84,808-35.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 9.53% | 38.95%-29.4pp | 36.82%-27.3pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,397 | $2,698-48.2% | $3,665-61.9% | $2,631-46.9% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $7,994-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $12,784-100.0% | $11,185-100.0% | $7,344-100.0% |