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 | $92,216 | $159,901-42.3% | $146,958-37.3% | $145,922-36.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.91% | 98.13%-91.2pp | 418.34%-411.4pp | 561.29%-554.4pp |
| Employer contribution / active EE | $5,998 | $5,286+13.5% | $4,933+21.6% | $4,660+28.7% |
| Participant deferral / active EE | $25,500 | $8,428+202.6% | $8,070+216.0% | $6,688+281.3% |
| Admin fee / account holder | $174 | $15,044-98.8% | $12,998-98.7% | $13,397-98.7% |