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 | $139,621 | $163,101-14.4% | $136,749+2.1% | $142,382-1.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.94% | 27.54%-20.6pp | 24.33%-17.4pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,474 | $4,117-39.9% | $3,400-27.2% | $4,299-42.4% |
| Participant deferral / active EE | $3,530 | $5,585-36.8% | $4,692-24.8% | $6,507-45.8% |
| Admin fee / account holder | $95 | $14,318-99.3% | $11,386-99.2% | $12,624-99.2% |