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 | $221,860 | $214,378+3.5% | $200,582+10.6% | $142,382+55.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 1.29% | 46.41%-45.1pp | 42.33%-41.0pp | 217.08%-215.8pp |
| Employer contribution / active EE | $2,320 | $6,841-66.1% | $6,419-63.9% | $4,299-46.0% |
| Participant deferral / active EE | $10,581 | $9,865+7.3% | $9,331+13.4% | $6,507+62.6% |
| Admin fee / account holder | $125 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |