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 5-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 | $144,904 | $159,901-9.4% | $146,958-1.4% | $145,922-0.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.17% | 98.13%-94.0pp | 418.34%-414.2pp | 561.29%-557.1pp |
| Employer contribution / active EE | $5,600 | $5,286+5.9% | $4,933+13.5% | $4,660+20.2% |
| Participant deferral / active EE | $23,000 | $8,428+172.9% | $8,070+185.0% | $6,688+243.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |