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 | $133,564 | $115,770+15.4% | $101,248+31.9% | $158,922-16.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 5.24% | 56.14%-50.9pp | 46.47%-41.2pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,271 | $4,175-45.6% | $3,660-37.9% | $4,761-52.3% |
| Participant deferral / active EE | $2,690 | $4,957-45.7% | $4,370-38.4% | $5,982-55.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |