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 4-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 | $123,979 | $117,983+5.1% | $101,794+21.8% | $142,382-12.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.72% | 36.92%-27.2pp | 30.53%-20.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $13,320 | $2,773+380.4% | $2,289+481.9% | $4,299+209.8% |
| Participant deferral / active EE | $9,531 | $4,714+102.2% | $4,084+133.4% | $6,507+46.5% |
| Admin fee / account holder | $112 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |