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 | $69,669 | $148,534-53.1% | $135,903-48.7% | $139,434-50.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.00% | 79.19%-69.2pp | 68.23%-58.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $8,878 | $5,243+69.3% | $4,856+82.8% | $4,751+86.9% |
| Participant deferral / active EE | $4,913 | $8,100-39.3% | $7,758-36.7% | $6,710-26.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |