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 | $154,058 | $99,341+55.1% | $84,750+81.8% | $273,961-43.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.80% | 22.93%-24.7pp | 22.78%-24.6pp | 41.45%-43.2pp |
| Employer contribution / active EE | $2,533 | $4,214-39.9% | $3,574-29.1% | $4,869-48.0% |
| Participant deferral / active EE | $10,932 | $4,269+156.1% | $3,712+194.5% | $5,287+106.8% |
| Admin fee / account holder | $73 | $6,644-98.9% | $5,332-98.6% | $10,132-99.3% |