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 | $187,506 | $95,266+96.8% | $82,389+127.6% | $142,382+31.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 0.27% | 25.74%-25.5pp | 28.67%-28.4pp | 217.08%-216.8pp |
| Employer contribution / active EE | $7,560 | $2,991+152.7% | $2,517+200.4% | $4,299+75.9% |
| Participant deferral / active EE | $25,643 | $4,809+433.2% | $4,155+517.2% | $6,507+294.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |