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 | $93,500 | $176,056-46.9% | $159,436-41.4% | $167,490-44.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.92% | 331.75%-328.8pp | 263.57%-260.7pp | 478.56%-475.6pp |
| Employer contribution / active EE | $8,697 | $5,297+64.2% | $4,829+80.1% | $4,837+79.8% |
| Participant deferral / active EE | $16,128 | $7,750+108.1% | $7,352+119.4% | $6,341+154.3% |
| Admin fee / account holder | $186 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |