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 | $169,641 | $148,534+14.2% | $135,903+24.8% | $139,434+21.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.14% | 79.19%-72.1pp | 68.23%-61.1pp | 372.94%-365.8pp |
| Employer contribution / active EE | $4,002 | $5,243-23.7% | $4,856-17.6% | $4,751-15.8% |
| Participant deferral / active EE | $20,514 | $8,100+153.3% | $7,758+164.4% | $6,710+205.7% |
| Admin fee / account holder | $25 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |