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 | $82,651 | $176,812-53.3% | $146,665-43.6% | $167,490-50.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 3.72% | 24.03%-20.3pp | 22.74%-19.0pp | 478.56%-474.8pp |
| Employer contribution / active EE | $2,615 | $5,160-49.3% | $4,136-36.8% | $4,837-45.9% |
| Participant deferral / active EE | $12,060 | $6,440+87.3% | $5,506+119.0% | $6,341+90.2% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |