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 3-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 | $106,560 | $183,519-41.9% | $155,509-31.5% | $145,922-27.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.46% | 61.17%-56.7pp | 64.67%-60.2pp | 561.29%-556.8pp |
| Employer contribution / active EE | $9,701 | $5,313+82.6% | $4,672+107.6% | $4,660+108.2% |
| Participant deferral / active EE | $13,628 | $6,462+110.9% | $5,626+142.2% | $6,688+103.8% |
| Admin fee / account holder | $298 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |