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 6-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 | $66,559 | $114,381-41.8% | $107,525-38.1% | $142,382-53.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.27% | 242.71%-232.4pp | 181.32%-171.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $9,590 | $4,015+138.9% | $3,754+155.5% | $4,299+123.1% |
| Participant deferral / active EE | $4,873 | $5,564-12.4% | $5,116-4.7% | $6,507-25.1% |
| Admin fee / account holder | $7 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |