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 | $188,636 | $153,772+22.7% | $133,980+40.8% | $273,961-31.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -3.82% | 36.51%-40.3pp | 29.30%-33.1pp | 41.45%-45.3pp |
| Employer contribution / active EE | $1,460 | $6,029-75.8% | $5,211-72.0% | $4,869-70.0% |
| Participant deferral / active EE | $10,336 | $6,958+48.5% | $6,282+64.5% | $5,287+95.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |