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 9-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 | $188,720 | $81,632+131.2% | $70,449+167.9% | $158,922+18.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 0.49% | 208.40%-207.9pp | 109.03%-108.5pp | 302.83%-302.3pp |
| Employer contribution / active EE | $2,790 | $3,217-13.3% | $2,737+2.0% | $4,761-41.4% |
| Participant deferral / active EE | $9,750 | $4,554+114.1% | $3,709+162.9% | $5,982+63.0% |
| Admin fee / account holder | $35 | $6,193-99.4% | $3,845-99.1% | $11,246-99.7% |