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 | $227,584 | $93,071+144.5% | $74,583+205.1% | $273,961-16.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 0.35% | 26.18%-25.8pp | 20.47%-20.1pp | 41.45%-41.1pp |
| Employer contribution / active EE | $5,566 | $3,160+76.2% | $2,525+120.4% | $4,869+14.3% |
| Participant deferral / active EE | $18,000 | $4,160+332.7% | $3,458+420.5% | $5,287+240.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |