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 | $118,961 | $157,256-24.4% | $141,162-15.7% | $152,861-22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.12% | 64.32%-61.2pp | 71.39%-68.3pp | 345.32%-342.2pp |
| Employer contribution / active EE | $16,225 | $5,261+208.4% | $4,735+242.7% | $4,762+240.7% |
| Participant deferral / active EE | $11,500 | $7,109+61.8% | $6,709+71.4% | $5,850+96.6% |
| Admin fee / account holder | $32 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |