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 8-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 | $43,279 | $157,256-72.5% | $141,162-69.3% | $152,861-71.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.84% | 64.32%-57.5pp | 71.39%-64.6pp | 345.32%-338.5pp |
| Employer contribution / active EE | $13,260 | $5,261+152.1% | $4,735+180.1% | $4,762+178.4% |
| Participant deferral / active EE | $9,474 | $7,109+33.3% | $6,709+41.2% | $5,850+61.9% |
| Admin fee / account holder | $198 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |