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 8-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 | $246,133 | $106,584+130.9% | $101,326+142.9% | $142,382+72.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.14% | 36.93%-24.8pp | 36.82%-24.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $22,415 | $3,956+466.6% | $3,665+511.5% | $4,299+421.4% |
| Participant deferral / active EE | $21,941 | $8,297+164.4% | $7,994+174.5% | $6,507+237.2% |
| Admin fee / account holder | $268 | $11,446-97.7% | $11,185-97.6% | $12,624-97.9% |