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 | $190,867 | $157,256+21.4% | $141,162+35.2% | $152,861+24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.14% | 64.32%-63.2pp | 71.39%-70.2pp | 345.32%-344.2pp |
| Employer contribution / active EE | $14,743 | $5,261+180.2% | $4,735+211.4% | $4,762+209.6% |
| Participant deferral / active EE | $8,543 | $7,109+20.2% | $6,709+27.3% | $5,850+46.0% |
| Admin fee / account holder | $227 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |