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 | $205,542 | $90,503+127.1% | $78,689+161.2% | $273,961-25.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.68% | 75.60%-73.9pp | 62.18%-60.5pp | 41.45%-39.8pp |
| Employer contribution / active EE | $3,545 | $3,176+11.6% | $2,851+24.4% | $4,869-27.2% |
| Participant deferral / active EE | $7,377 | $3,901+89.1% | $3,517+109.8% | $5,287+39.5% |
| Admin fee / account holder | $29 | $5,263-99.4% | $4,510-99.3% | $10,132-99.7% |