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 | $182,825 | $202,432-9.7% | $169,368+7.9% | $139,434+31.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.73% | 531.74%-529.0pp | 405.60%-402.9pp | 372.94%-370.2pp |
| Employer contribution / active EE | $3,580 | $4,692-23.7% | $4,013-10.8% | $4,751-24.7% |
| Participant deferral / active EE | $11,820 | $6,938+70.4% | $6,221+90.0% | $6,710+76.2% |
| Admin fee / account holder | $3 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |