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 | $120,853 | $104,907+15.2% | $84,611+42.8% | $152,861-20.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 7.35% | 373.79%-366.4pp | 258.74%-251.4pp | 345.32%-338.0pp |
| Employer contribution / active EE | $4,718 | $3,302+42.9% | $2,652+77.9% | $4,762-0.9% |
| Participant deferral / active EE | $6,333 | $4,688+35.1% | $3,899+62.4% | $5,850+8.3% |
| Admin fee / account holder | $134 | $6,241-97.8% | $4,912-97.3% | $11,596-98.8% |