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 | $214,714 | $111,754+92.1% | $103,333+107.8% | $145,922+47.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.55% | 24.77%-23.2pp | 24.88%-23.3pp | 561.29%-559.7pp |
| Employer contribution / active EE | $2,207 | $4,212-47.6% | $3,868-42.9% | $4,660-52.6% |
| Participant deferral / active EE | $5,813 | $5,619+3.5% | $5,057+14.9% | $6,688-13.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |