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 4-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 | $96,897 | $165,984-41.6% | $164,813-41.2% | $145,922-33.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -12.80% | 100.03%-112.8pp | 69.93%-82.7pp | 561.29%-574.1pp |
| Employer contribution / active EE | $15,728 | $5,273+198.3% | $4,341+262.3% | $4,660+237.5% |
| Participant deferral / active EE | $22,102 | $6,959+217.6% | $6,031+266.4% | $6,688+230.5% |
| Admin fee / account holder | $48 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |