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 | $98,528 | $110,257-10.6% | $96,544+2.1% | $139,434-29.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 4.96% | 26.32%-21.4pp | 25.84%-20.9pp | 372.94%-368.0pp |
| Employer contribution / active EE | $10,350 | $3,620+185.9% | $2,965+249.1% | $4,751+117.9% |
| Participant deferral / active EE | $10,350 | $5,548+86.6% | $4,851+113.4% | $6,710+54.2% |
| Admin fee / account holder | $106 | $11,591-99.1% | $8,252-98.7% | $11,403-99.1% |