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 | $156,775 | $183,963-14.8% | $162,163-3.3% | $152,861+2.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.78% | 150.76%-148.0pp | 115.59%-112.8pp | 345.32%-342.5pp |
| Employer contribution / active EE | $5,350 | $6,371-16.0% | $5,614-4.7% | $4,762+12.3% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $66 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |