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 | $97,518 | $111,754-12.7% | $103,333-5.6% | $145,922-33.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.94% | 24.77%-16.8pp | 24.88%-16.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $9,975 | $4,212+136.8% | $3,868+157.9% | $4,660+114.1% |
| Participant deferral / active EE | $3,926 | $5,619-30.1% | $5,057-22.4% | $6,688-41.3% |
| Admin fee / account holder | $137 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |