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 10-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 | $105,689 | $109,881-3.8% | $150,045-29.6% | $84,808+24.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 9.28% | 28.25%-19.0pp | 62.55%-53.3pp | 40.90%-31.6pp |
| Employer contribution / active EE | $5,858 | $3,561+64.5% | $4,693+24.8% | $2,631+122.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $293 | $8,568-96.6% | $13,435-97.8% | $7,344-96.0% |