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 | $141,021 | $159,602-11.6% | $150,045-6.0% | $142,382-1.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 8.63% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $4,213 | $4,961-15.1% | $4,693-10.2% | $4,299-2.0% |
| Participant deferral / active EE | $9,663 | $8,310+16.3% | $7,997+20.8% | $6,507+48.5% |
| Admin fee / account holder | $296 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |