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 4-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 | $58,652 | $202,432-71.0% | $169,368-65.4% | $139,434-57.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.40% | 531.74%-525.3pp | 405.60%-399.2pp | 372.94%-366.5pp |
| Employer contribution / active EE | $20,375 | $4,692+334.2% | $4,013+407.8% | $4,751+328.9% |
| Participant deferral / active EE | $12,550 | $6,938+80.9% | $6,221+101.7% | $6,710+87.0% |
| Admin fee / account holder | $258 | $10,708-97.6% | $9,003-97.1% | $11,403-97.7% |