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 9-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 | $82,742 | $165,335-50.0% | $149,696-44.7% | $158,922-47.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.65% | 348.15%-346.5pp | 276.60%-275.0pp | 302.83%-301.2pp |
| Employer contribution / active EE | $8,333 | $5,103+63.3% | $4,644+79.4% | $4,761+75.0% |
| Participant deferral / active EE | $3,270 | $7,181-54.5% | $6,842-52.2% | $5,982-45.3% |
| Admin fee / account holder | $51 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |