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 | $142,229 | $183,519-22.5% | $155,509-8.5% | $145,922-2.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.00% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,946 | $5,313-63.4% | $4,672-58.4% | $4,660-58.2% |
| Participant deferral / active EE | $3,294 | $6,462-49.0% | $5,626-41.5% | $6,688-50.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |