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 | $97,262 | $53,822+80.7% | $75,696+28.5% | $85,850+13.3% |
| Participation rate | 93.3% | 69.1%+24.3pp | 74.8%+18.5pp | 69.3%+24.0pp |
| Annual return | 11.54% | 24.54%-13.0pp | 104.53%-93.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $6,919 | $2,017+243.1% | $2,743+152.3% | $2,565+169.7% |
| Participant deferral / active EE | $4,559 | $2,895+57.5% | $3,821+19.3% | $3,952+15.4% |
| Admin fee / account holder | $82 | $3,343-97.6% | $3,619-97.7% | $6,260-98.7% |