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 | $243,292 | $103,376+135.3% | $87,100+179.3% | $152,861+59.2% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 3.43% | 28.10%-24.7pp | 28.19%-24.8pp | 345.32%-341.9pp |
| Employer contribution / active EE | $6,470 | $3,220+100.9% | $2,521+156.6% | $4,762+35.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,850-100.0% |
| Admin fee / account holder | $246 | $12,205-98.0% | $7,497-96.7% | $11,596-97.9% |