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 | $209,372 | $127,065+64.8% | $113,168+85.0% | $142,382+47.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 3.11% | 24.03%-20.9pp | 24.27%-21.2pp | 217.08%-214.0pp |
| Employer contribution / active EE | $2,346 | $3,442-31.9% | $2,975-21.2% | $4,299-45.4% |
| Participant deferral / active EE | $21,557 | $5,716+277.1% | $5,107+322.1% | $6,507+231.3% |
| Admin fee / account holder | $142 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |