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 | $60,470 | $183,519-67.0% | $155,509-61.1% | $145,922-58.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.84% | 61.17%-54.3pp | 64.67%-57.8pp | 561.29%-554.4pp |
| Employer contribution / active EE | $7,380 | $5,313+38.9% | $4,672+57.9% | $4,660+58.4% |
| Participant deferral / active EE | $16,500 | $6,462+155.3% | $5,626+193.3% | $6,688+146.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |