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 | $132,047 | $177,572-25.6% | $154,803-14.7% | $142,382-7.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.23% | 65.07%-53.8pp | 58.88%-47.7pp | 217.08%-205.8pp |
| Employer contribution / active EE | $16,668 | $4,810+246.5% | $4,305+287.1% | $4,299+287.7% |
| Participant deferral / active EE | $9,856 | $6,272+57.2% | $5,540+77.9% | $6,507+51.5% |
| Admin fee / account holder | $5 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |