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 | $225,471 | $81,248+177.5% | $155,509+45.0% | $80,856+178.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 1.16% | 33.31%-32.1pp | 64.67%-63.5pp | 35.59%-34.4pp |
| Employer contribution / active EE | $8,345 | $3,100+169.2% | $4,672+78.6% | $2,755+202.9% |
| Participant deferral / active EE | $11,868 | $3,452+243.8% | $5,626+110.9% | $4,296+176.3% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |