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 | $96,832 | $165,335-41.4% | $149,696-35.3% | $158,922-39.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.22% | 348.15%-342.9pp | 276.60%-271.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $7,778 | $5,103+52.4% | $4,644+67.5% | $4,761+63.4% |
| Participant deferral / active EE | $13,283 | $7,181+85.0% | $6,842+94.1% | $5,982+122.0% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |