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 | $58,829 | $183,963-68.0% | $162,163-63.7% | $152,861-61.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 1.22% | 150.76%-149.5pp | 115.59%-114.4pp | 345.32%-344.1pp |
| Employer contribution / active EE | $9,366 | $6,371+47.0% | $5,614+66.8% | $4,762+96.7% |
| Participant deferral / active EE | $9,500 | $8,034+18.2% | $7,298+30.2% | $5,850+62.4% |
| Admin fee / account holder | $155 | $13,121-98.8% | $10,843-98.6% | $11,596-98.7% |