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 | $147,994 | $198,466-25.4% | $170,442-13.2% | $147,584+0.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.26% | 257.29%-256.0pp | 205.93%-204.7pp | 578.55%-577.3pp |
| Employer contribution / active EE | $7,246 | $6,184+17.2% | $5,433+33.4% | $4,876+48.6% |
| Participant deferral / active EE | $6,576 | $5,629+16.8% | $4,939+33.1% | $5,439+20.9% |
| Admin fee / account holder | $45 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |