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 | $145,326 | $165,984-12.4% | $164,813-11.8% | $145,922-0.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 5.91% | 100.03%-94.1pp | 69.93%-64.0pp | 561.29%-555.4pp |
| Employer contribution / active EE | $8,701 | $5,273+65.0% | $4,341+100.5% | $4,660+86.7% |
| Participant deferral / active EE | $20,042 | $6,959+188.0% | $6,031+232.3% | $6,688+199.7% |
| Admin fee / account holder | $163 | $16,648-99.0% | $12,690-98.7% | $13,397-98.8% |