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 | $102,526 | $133,922-23.4% | $116,228-11.8% | $142,382-28.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.22% | 147.76%-138.5pp | 90.06%-80.8pp | 217.08%-207.9pp |
| Employer contribution / active EE | $15,000 | $3,446+335.3% | $2,994+400.9% | $4,299+248.9% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $70 | $14,945-99.5% | $11,989-99.4% | $12,624-99.4% |