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 | $138,829 | $104,251+33.2% | $91,001+52.6% | $147,584-5.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.44% | 27.06%-18.6pp | 4.60%+3.8pp | 578.55%-570.1pp |
| Employer contribution / active EE | $21,395 | $3,116+586.7% | $2,456+771.3% | $4,876+338.8% |
| Participant deferral / active EE | $13,482 | $4,195+221.4% | $3,547+280.0% | $5,439+147.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |