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 | $170,809 | $124,281+37.4% | $109,143+56.5% | $167,490+2.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.14% | 26.04%-21.9pp | 25.75%-21.6pp | 478.56%-474.4pp |
| Employer contribution / active EE | $3,697 | $4,207-12.1% | $3,722-0.7% | $4,837-23.6% |
| Participant deferral / active EE | $22,167 | $5,255+321.8% | $4,653+376.4% | $6,341+249.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |