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 | $87,801 | $149,679-41.3% | $117,039-25.0% | $147,584-40.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 5.58% | 19.31%-13.7pp | 18.95%-13.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $7,938 | $4,937+60.8% | $3,785+109.7% | $4,876+62.8% |
| Participant deferral / active EE | $9,400 | $4,912+91.4% | $3,929+139.2% | $5,439+72.8% |
| Admin fee / account holder | $192 | $7,856-97.6% | $5,974-96.8% | $10,885-98.2% |