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 3-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 | $54,606 | $148,534-63.2% | $135,903-59.8% | $139,434-60.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.97% | 79.19%-78.2pp | 68.23%-67.3pp | 372.94%-372.0pp |
| Employer contribution / active EE | $16,764 | $5,243+219.7% | $4,856+245.2% | $4,751+252.9% |
| Participant deferral / active EE | $16,250 | $8,100+100.6% | $7,758+109.5% | $6,710+142.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |