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 | $182,017 | $153,772+18.4% | $133,980+35.9% | $273,961-33.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.15% | 36.51%-33.4pp | 29.30%-26.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $12,834 | $6,029+112.9% | $5,211+146.3% | $4,869+163.6% |
| Participant deferral / active EE | $11,191 | $6,958+60.8% | $6,282+78.2% | $5,287+111.7% |
| Admin fee / account holder | $26 | $11,765-99.8% | $9,324-99.7% | $10,132-99.7% |