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 | $163,294 | $135,952+20.1% | $123,892+31.8% | $273,961-40.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.53% | 56.63%-54.1pp | 47.52%-45.0pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,246 | $5,170-75.9% | $4,617-73.0% | $4,869-74.4% |
| Participant deferral / active EE | $10,219 | $6,343+61.1% | $5,984+70.8% | $5,287+93.3% |
| Admin fee / account holder | $56 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |