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 | $142,431 | $185,822-23.4% | $169,993-16.2% | $139,434+2.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.84% | 60.50%-56.7pp | 53.37%-49.5pp | 372.94%-369.1pp |
| Employer contribution / active EE | $6,701 | $7,590-11.7% | $6,785-1.2% | $4,751+41.1% |
| Participant deferral / active EE | $7,906 | $11,622-32.0% | $10,408-24.0% | $6,710+17.8% |
| Admin fee / account holder | $250 | $15,381-98.4% | $12,815-98.0% | $11,403-97.8% |