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 | $222,308 | $185,822+19.6% | $169,993+30.8% | $139,434+59.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.94% | 60.50%-51.6pp | 53.37%-44.4pp | 372.94%-364.0pp |
| Employer contribution / active EE | $10,862 | $7,590+43.1% | $6,785+60.1% | $4,751+128.6% |
| Participant deferral / active EE | $14,327 | $11,622+23.3% | $10,408+37.7% | $6,710+113.5% |
| Admin fee / account holder | $104 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |