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 | $125,167 | $111,754+12.0% | $103,333+21.1% | $145,922-14.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 8.54% | 24.77%-16.2pp | 24.88%-16.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,438 | $4,212-18.4% | $3,868-11.1% | $4,660-26.2% |
| Participant deferral / active EE | $4,186 | $5,619-25.5% | $5,057-17.2% | $6,688-37.4% |
| Admin fee / account holder | -$36 | $9,750-100.4% | $8,355-100.4% | $13,397-100.3% |