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 | $170,093 | $202,318-15.9% | $172,739-1.5% | $152,861+11.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 1.14% | 1029.65%-1028.5pp | 802.84%-801.7pp | 345.32%-344.2pp |
| Employer contribution / active EE | $2,011 | $5,856-65.7% | $5,143-60.9% | $4,762-57.8% |
| Participant deferral / active EE | $5,955 | $5,948+0.1% | $5,198+14.6% | $5,850+1.8% |
| Admin fee / account holder | $93 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |