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 | $120,598 | $107,334+12.4% | $92,893+29.8% | $152,861-21.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.66% | 145.58%-143.9pp | 109.41%-107.8pp | 345.32%-343.7pp |
| Employer contribution / active EE | $2,238 | $4,221-47.0% | $3,653-38.7% | $4,762-53.0% |
| Participant deferral / active EE | $5,410 | $4,845+11.7% | $4,236+27.7% | $5,850-7.5% |
| Admin fee / account holder | $6 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |