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 | $214,060 | $98,750+116.8% | $149,696+43.0% | $79,858+168.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.50% | 27.43%-15.9pp | 276.60%-265.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $8,326 | $3,216+158.8% | $4,644+79.3% | $2,471+237.0% |
| Participant deferral / active EE | $3,733 | $5,680-34.3% | $6,842-45.4% | $3,740-0.2% |
| Admin fee / account holder | $42 | $6,053-99.3% | $9,309-99.5% | $5,306-99.2% |