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 | $132,399 | $115,708+14.4% | $65,255+102.9% | $139,434-5.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 1.37% | 31.19%-29.8pp | 47.35%-46.0pp | 372.94%-371.6pp |
| Employer contribution / active EE | $4,297 | $2,599+65.3% | $1,691+154.1% | $4,751-9.5% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,831-100.0% | $6,710-100.0% |
| Admin fee / account holder | $13 | $6,698-99.8% | $4,112-99.7% | $11,403-99.9% |