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 | $120,706 | $89,355+35.1% | $141,162-14.5% | $72,985+65.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.79% | 111.85%-96.1pp | 71.39%-55.6pp | 81.00%-65.2pp |
| Employer contribution / active EE | $3,431 | $3,114+10.2% | $4,735-27.5% | $2,440+40.6% |
| Participant deferral / active EE | $7,239 | $5,418+33.6% | $6,709+7.9% | $3,607+100.7% |
| Admin fee / account holder | $107 | $5,958-98.2% | $10,261-99.0% | $5,124-97.9% |