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 | $70,664 | $177,572-60.2% | $154,803-54.4% | $142,382-50.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.17% | 65.07%-59.9pp | 58.88%-53.7pp | 217.08%-211.9pp |
| Employer contribution / active EE | $10,009 | $4,810+108.1% | $4,305+132.5% | $4,299+132.8% |
| Participant deferral / active EE | $4,882 | $6,272-22.2% | $5,540-11.9% | $6,507-25.0% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |