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 | $124,651 | $101,069+23.3% | $81,478+53.0% | $147,584-15.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.59% | 32.40%-24.8pp | 38.78%-31.2pp | 578.55%-571.0pp |
| Employer contribution / active EE | $852 | $3,205-73.4% | $2,568-66.8% | $4,876-82.5% |
| Participant deferral / active EE | $16,433 | $4,242+287.4% | $3,537+364.6% | $5,439+202.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |