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 | $131,165 | $183,519-28.5% | $155,509-15.7% | $145,922-10.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.69% | 61.17%-59.5pp | 64.67%-63.0pp | 561.29%-559.6pp |
| Employer contribution / active EE | $5,111 | $5,313-3.8% | $4,672+9.4% | $4,660+9.7% |
| Participant deferral / active EE | $6,885 | $6,462+6.5% | $5,626+22.4% | $6,688+2.9% |
| Admin fee / account holder | $76 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |