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 | $143,861 | $111,724+28.8% | $93,606+53.7% | $145,922-1.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.24% | 202.98%-202.7pp | 133.20%-133.0pp | 561.29%-561.0pp |
| Employer contribution / active EE | $1,987 | $3,090-35.7% | $2,420-17.9% | $4,660-57.4% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $19 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |