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 | $230,269 | $96,965+137.5% | $97,995+135.0% | $147,584+56.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | -0.01% | 24.11%-24.1pp | 23.94%-23.9pp | 578.55%-578.6pp |
| Employer contribution / active EE | $2,274 | $4,536-49.9% | $4,158-45.3% | $4,876-53.4% |
| Participant deferral / active EE | $16,000 | $5,081+214.9% | $5,097+213.9% | $5,439+194.2% |
| Admin fee / account holder | $82 | $8,120-99.0% | $5,943-98.6% | $10,885-99.2% |