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 | $91,283 | $148,534-38.5% | $135,903-32.8% | $139,434-34.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.29% | 79.19%-68.9pp | 68.23%-57.9pp | 372.94%-362.7pp |
| Employer contribution / active EE | $8,707 | $5,243+66.1% | $4,856+79.3% | $4,751+83.3% |
| Participant deferral / active EE | $8,487 | $8,100+4.8% | $7,758+9.4% | $6,710+26.5% |
| Admin fee / account holder | $6 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |