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 4-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 | $91,419 | $185,822-50.8% | $169,993-46.2% | $139,434-34.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 2.74% | 60.50%-57.8pp | 53.37%-50.6pp | 372.94%-370.2pp |
| Employer contribution / active EE | $19,234 | $7,590+153.4% | $6,785+183.5% | $4,751+304.8% |
| Participant deferral / active EE | $26,250 | $11,622+125.9% | $10,408+152.2% | $6,710+291.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |