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 | $120,963 | $99,918+21.1% | $81,382+48.6% | $145,922-17.1% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.5%+21.8pp | 80.3%+11.0pp |
| Annual return | 2.96% | 34.32%-31.4pp | 24.73%-21.8pp | 561.29%-558.3pp |
| Employer contribution / active EE | $11,589 | $2,978+289.2% | $2,463+370.6% | $4,660+148.7% |
| Participant deferral / active EE | $6,274 | $4,605+36.2% | $3,883+61.6% | $6,688-6.2% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |