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 | $159,805 | $165,335-3.3% | $149,696+6.8% | $158,922+0.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.53% | 348.15%-341.6pp | 276.60%-270.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $1,183 | $5,103-76.8% | $4,644-74.5% | $4,761-75.1% |
| Participant deferral / active EE | $3,123 | $7,181-56.5% | $6,842-54.4% | $5,982-47.8% |
| Admin fee / account holder | $115 | $10,807-98.9% | $9,309-98.8% | $11,246-99.0% |