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 | $152,330 | $214,378-28.9% | $200,582-24.1% | $142,382+7.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.81% | 46.41%-37.6pp | 42.33%-33.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,860 | $6,841-72.8% | $6,419-71.0% | $4,299-56.7% |
| Participant deferral / active EE | $5,971 | $9,865-39.5% | $9,331-36.0% | $6,507-8.2% |
| Admin fee / account holder | $293 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |