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 | $103,992 | $102,604+1.4% | $86,188+20.7% | $139,434-25.4% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.0%+12.0pp | 80.3%+0.6pp |
| Annual return | 6.20% | 1922.51%-1916.3pp | 1168.45%-1162.3pp | 372.94%-366.7pp |
| Employer contribution / active EE | $1,088 | $3,032-64.1% | $2,380-54.3% | $4,751-77.1% |
| Participant deferral / active EE | $4,441 | $4,676-5.0% | $3,985+11.4% | $6,710-33.8% |
| Admin fee / account holder | $283 | $8,657-96.7% | $6,852-95.9% | $11,403-97.5% |