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 | $82,184 | $185,822-55.8% | $169,993-51.7% | $139,434-41.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.72% | 60.50%-53.8pp | 53.37%-46.6pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,509 | $7,590-80.1% | $6,785-77.8% | $4,751-68.2% |
| Participant deferral / active EE | $9,874 | $11,622-15.0% | $10,408-5.1% | $6,710+47.1% |
| Admin fee / account holder | $104 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |