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 6-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 | $59,848 | $227,553-73.7% | $189,557-68.4% | $167,490-64.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.53% | 78.40%-72.9pp | 64.17%-58.6pp | 478.56%-473.0pp |
| Employer contribution / active EE | $25,387 | $5,316+377.5% | $4,412+475.3% | $4,837+424.8% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.1% | $6,341+310.0% |
| Admin fee / account holder | $149 | $11,878-98.7% | $9,807-98.5% | $12,309-98.8% |