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 | $137,430 | $104,974+30.9% | $95,585+43.8% | $142,382-3.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.74% | 210.33%-200.6pp | 38.56%-28.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,725 | $2,779-37.9% | $2,527-31.7% | $4,299-59.9% |
| Participant deferral / active EE | $3,773 | $4,352-13.3% | $4,023-6.2% | $6,507-42.0% |
| Admin fee / account holder | $5 | $6,386-99.9% | $6,127-99.9% | $12,624-100.0% |