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 | $126,020 | $99,877+26.2% | $84,966+48.3% | $145,922-13.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.68% | 83.76%-79.1pp | 66.38%-61.7pp | 561.29%-556.6pp |
| Employer contribution / active EE | $2,236 | $3,231-30.8% | $2,727-18.0% | $4,660-52.0% |
| Participant deferral / active EE | $19,032 | $5,291+259.7% | $4,519+321.1% | $6,688+184.6% |
| Admin fee / account holder | $20 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |