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 | $133,425 | $109,881+21.4% | $150,045-11.1% | $84,808+57.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.01% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,903 | $3,561-18.5% | $4,693-38.1% | $2,631+10.3% |
| Participant deferral / active EE | $3,557 | $6,636-46.4% | $7,997-55.5% | $4,212-15.5% |
| Admin fee / account holder | $14 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |