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 | $131,860 | $112,096+17.6% | $95,952+37.4% | $158,922-17.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.88% | 171.09%-168.2pp | 91.61%-88.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,351 | $3,198-57.7% | $2,541-46.8% | $4,761-71.6% |
| Participant deferral / active EE | $2,700 | $4,784-43.6% | $4,167-35.2% | $5,982-54.9% |
| Admin fee / account holder | $246 | $10,130-97.6% | $6,795-96.4% | $11,246-97.8% |