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 7-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 | $74,667 | $89,753-16.8% | $107,525-30.6% | $84,808-12.0% |
| Participation rate | 93.5% | 68.1%+25.4pp | 75.1%+18.4pp | 68.3%+25.2pp |
| Annual return | 3.15% | 29.48%-26.3pp | 181.32%-178.2pp | 40.90%-37.7pp |
| Employer contribution / active EE | $14,065 | $3,113+351.8% | $3,754+274.7% | $2,631+434.6% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $123 | $7,222-98.3% | $8,919-98.6% | $7,344-98.3% |