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 | $138,064 | $102,616+34.5% | $81,983+68.4% | $158,922-13.1% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.2%+21.7pp | 82.0%+9.0pp |
| Annual return | 4.28% | 61.04%-56.8pp | 41.31%-37.0pp | 302.83%-298.6pp |
| Employer contribution / active EE | $2,543 | $3,240-21.5% | $2,498+1.8% | $4,761-46.6% |
| Participant deferral / active EE | $6,790 | $4,648+46.1% | $3,722+82.4% | $5,982+13.5% |
| Admin fee / account holder | $5 | $8,235-99.9% | $5,664-99.9% | $11,246-100.0% |