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 10-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 | $153,382 | $217,402-29.4% | $185,823-17.5% | $167,490-8.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.17% | 148.36%-148.2pp | 122.05%-121.9pp | 478.56%-478.4pp |
| Employer contribution / active EE | $4,762 | $5,873-18.9% | $5,167-7.8% | $4,837-1.6% |
| Participant deferral / active EE | $14,333 | $6,356+125.5% | $5,568+157.4% | $6,341+126.0% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |