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 | $51,027 | $185,822-72.5% | $169,993-70.0% | $139,434-63.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.48% | 60.50%-50.0pp | 53.37%-42.9pp | 372.94%-362.5pp |
| Employer contribution / active EE | $16,982 | $7,590+123.7% | $6,785+150.3% | $4,751+257.5% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $183 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |