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 | $204,031 | $100,773+102.5% | $88,946+129.4% | $142,382+43.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 4.30% | 70.18%-65.9pp | 57.82%-53.5pp | 217.08%-212.8pp |
| Employer contribution / active EE | $4,267 | $2,918+46.3% | $2,555+67.0% | $4,299-0.7% |
| Participant deferral / active EE | $22,202 | $5,230+324.5% | $4,581+384.6% | $6,507+241.2% |
| Admin fee / account holder | $69 | $9,693-99.3% | $8,261-99.2% | $12,624-99.4% |