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 | $152,530 | $133,922+13.9% | $116,228+31.2% | $142,382+7.1% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 7.32% | 147.76%-140.4pp | 90.06%-82.7pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,227 | $3,446-64.4% | $2,994-59.0% | $4,299-71.5% |
| Participant deferral / active EE | $12,510 | $5,672+120.5% | $4,953+152.6% | $6,507+92.2% |
| Admin fee / account holder | $12 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |