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 | $188,616 | $112,881+67.1% | $90,951+107.4% | $158,922+18.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.28% | 215.79%-212.5pp | 134.60%-131.3pp | 302.83%-299.5pp |
| Employer contribution / active EE | $2,195 | $2,893-24.1% | $2,122+3.5% | $4,761-53.9% |
| Participant deferral / active EE | $3,195 | $4,128-22.6% | $3,373-5.3% | $5,982-46.6% |
| Admin fee / account holder | $17 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |