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 | $101,540 | $91,037+11.5% | $71,671+41.7% | $147,584-31.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.57% | 20.48%-19.9pp | 20.65%-20.1pp | 578.55%-578.0pp |
| Employer contribution / active EE | $5,447 | $3,327+63.7% | $2,460+121.4% | $4,876+11.7% |
| Participant deferral / active EE | $5,475 | $4,498+21.7% | $3,438+59.3% | $5,439+0.7% |
| Admin fee / account holder | $230 | $8,613-97.3% | $5,558-95.9% | $10,885-97.9% |