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 | $118,527 | $157,256-24.6% | $141,162-16.0% | $152,861-22.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.49% | 64.32%-63.8pp | 71.39%-70.9pp | 345.32%-344.8pp |
| Employer contribution / active EE | $9,205 | $5,261+75.0% | $4,735+94.4% | $4,762+93.3% |
| Participant deferral / active EE | $4,800 | $7,109-32.5% | $6,709-28.5% | $5,850-18.0% |
| Admin fee / account holder | $50 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |