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 7-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 | $209,535 | $77,730+169.6% | $70,164+198.6% | $139,434+50.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.66% | 18.98%-16.3pp | 18.87%-16.2pp | 372.94%-370.3pp |
| Employer contribution / active EE | $20,000 | $4,990+300.8% | $4,287+366.6% | $4,751+321.0% |
| Participant deferral / active EE | $30,000 | $6,448+365.2% | $5,395+456.1% | $6,710+347.1% |
| Admin fee / account holder | $25 | $5,368-99.5% | $4,561-99.5% | $11,403-99.8% |