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 | $186,720 | $157,256+18.7% | $141,162+32.3% | $152,861+22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.53% | 64.32%-50.8pp | 71.39%-57.9pp | 345.32%-331.8pp |
| Employer contribution / active EE | $3,193 | $5,261-39.3% | $4,735-32.6% | $4,762-33.0% |
| Participant deferral / active EE | $12,740 | $7,109+79.2% | $6,709+89.9% | $5,850+117.8% |
| Admin fee / account holder | $118 | $12,120-99.0% | $10,261-98.9% | $11,596-99.0% |