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 | $68,658 | $183,519-62.6% | $155,509-55.8% | $145,922-52.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.74% | 61.17%-57.4pp | 64.67%-60.9pp | 561.29%-557.5pp |
| Employer contribution / active EE | $12,979 | $5,313+144.3% | $4,672+177.8% | $4,660+178.5% |
| Participant deferral / active EE | $11,180 | $6,462+73.0% | $5,626+98.7% | $6,688+67.2% |
| Admin fee / account holder | $106 | $19,313-99.5% | $15,912-99.3% | $13,397-99.2% |