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 | $136,859 | $124,319+10.1% | $111,297+23.0% | $167,490-18.3% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 5.02% | 37.44%-32.4pp | 54.65%-49.6pp | 478.56%-473.5pp |
| Employer contribution / active EE | $1,696 | $3,435-50.6% | $2,731-37.9% | $4,837-64.9% |
| Participant deferral / active EE | $3,340 | $5,180-35.5% | $4,487-25.6% | $6,341-47.3% |
| Admin fee / account holder | $25 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |