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 5-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 | $205,289 | $148,534+38.2% | $135,903+51.1% | $139,434+47.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.78% | 79.19%-74.4pp | 68.23%-63.4pp | 372.94%-368.2pp |
| Employer contribution / active EE | $10,894 | $5,243+107.8% | $4,856+124.3% | $4,751+129.3% |
| Participant deferral / active EE | $27,500 | $8,100+239.5% | $7,758+254.5% | $6,710+309.8% |
| Admin fee / account holder | $12 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |