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 | $94,323 | $74,888+26.0% | $71,209+32.5% | $142,382-33.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 1.59% | 345.14%-343.5pp | 282.51%-280.9pp | 217.08%-215.5pp |
| Employer contribution / active EE | $3,214 | $2,854+12.6% | $2,721+18.1% | $4,299-25.3% |
| Participant deferral / active EE | $1,177 | $4,454-73.6% | $4,175-71.8% | $6,507-81.9% |
| Admin fee / account holder | $220 | $5,568-96.0% | $5,349-95.9% | $12,624-98.3% |