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 | $141,803 | $114,381+24.0% | $107,525+31.9% | $142,382-0.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 8.07% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,111 | $4,015-72.3% | $3,754-70.4% | $4,299-74.2% |
| Participant deferral / active EE | $2,668 | $5,564-52.0% | $5,116-47.8% | $6,507-59.0% |
| Admin fee / account holder | $289 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |