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 | $188,818 | $165,335+14.2% | $149,696+26.1% | $158,922+18.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.63% | 348.15%-345.5pp | 276.60%-274.0pp | 302.83%-300.2pp |
| Employer contribution / active EE | $2,900 | $5,103-43.2% | $4,644-37.6% | $4,761-39.1% |
| Participant deferral / active EE | $22,688 | $7,181+215.9% | $6,842+231.6% | $5,982+279.3% |
| Admin fee / account holder | $293 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |