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 9-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 | $237,921 | $197,591+20.4% | $177,821+33.8% | $158,922+49.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.17% | 58.76%-58.6pp | 48.32%-48.2pp | 302.83%-302.7pp |
| Employer contribution / active EE | $3,665 | $6,697-45.3% | $5,918-38.1% | $4,761-23.0% |
| Participant deferral / active EE | $12,308 | $8,405+46.4% | $7,714+59.6% | $5,982+105.8% |
| Admin fee / account holder | $45 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |