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 | $166,376 | $154,117+8.0% | $129,995+28.0% | $139,434+19.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 2.43% | 32.48%-30.0pp | -137.18%+139.6pp | 372.94%-370.5pp |
| Employer contribution / active EE | $1,797 | $5,289-66.0% | $4,320-58.4% | $4,751-62.2% |
| Participant deferral / active EE | $3,614 | $6,710-46.1% | $5,820-37.9% | $6,710-46.1% |
| Admin fee / account holder | $67 | $14,007-99.5% | $10,614-99.4% | $11,403-99.4% |