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 | $117,324 | $115,770+1.3% | $101,248+15.9% | $158,922-26.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 0.16% | 56.14%-56.0pp | 46.47%-46.3pp | 302.83%-302.7pp |
| Employer contribution / active EE | $2,000 | $4,175-52.1% | $3,660-45.3% | $4,761-58.0% |
| Participant deferral / active EE | $2,500 | $4,957-49.6% | $4,370-42.8% | $5,982-58.2% |
| Admin fee / account holder | $232 | $7,245-96.8% | $5,945-96.1% | $11,246-97.9% |