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 | $105,977 | $183,519-42.3% | $155,509-31.9% | $145,922-27.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.56% | 61.17%-53.6pp | 64.67%-57.1pp | 561.29%-553.7pp |
| Employer contribution / active EE | $3,750 | $5,313-29.4% | $4,672-19.7% | $4,660-19.5% |
| Participant deferral / active EE | $5,988 | $6,462-7.3% | $5,626+6.4% | $6,688-10.5% |
| Admin fee / account holder | $25 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |