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 | $241,966 | $209,411+15.5% | $178,490+35.6% | $158,922+52.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.27% | 188.75%-188.5pp | 151.07%-150.8pp | 302.83%-302.6pp |
| Employer contribution / active EE | $6,205 | $5,706+8.7% | $5,011+23.8% | $4,761+30.3% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $254 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |