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 | $225,196 | $165,335+36.2% | $149,696+50.4% | $158,922+41.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.77% | 348.15%-347.4pp | 276.60%-275.8pp | 302.83%-302.1pp |
| Employer contribution / active EE | $6,058 | $5,103+18.7% | $4,644+30.4% | $4,761+27.2% |
| Participant deferral / active EE | $12,550 | $7,181+74.8% | $6,842+83.4% | $5,982+109.8% |
| Admin fee / account holder | $212 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |