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 7-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 | $119,809 | $228,332-47.5% | $185,823-35.5% | $158,922-24.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.12% | 40.80%-39.7pp | 35.95%-34.8pp | 302.83%-301.7pp |
| Employer contribution / active EE | $14,868 | $4,967+199.4% | $4,087+263.8% | $4,761+212.3% |
| Participant deferral / active EE | $7,035 | $6,415+9.7% | $5,632+24.9% | $5,982+17.6% |
| Admin fee / account holder | $56 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |