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 | $131,034 | $197,591-33.7% | $177,821-26.3% | $158,922-17.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.34% | 58.76%-53.4pp | 48.32%-43.0pp | 302.83%-297.5pp |
| Employer contribution / active EE | $19,780 | $6,697+195.3% | $5,918+234.2% | $4,761+315.4% |
| Participant deferral / active EE | $9,750 | $8,405+16.0% | $7,714+26.4% | $5,982+63.0% |
| Admin fee / account holder | $64 | $15,399-99.6% | $12,427-99.5% | $11,246-99.4% |