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 | $144,488 | $106,584+35.6% | $101,326+42.6% | $142,382+1.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 12.10% | 36.93%-24.8pp | 36.82%-24.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,829 | $3,956-53.8% | $3,665-50.1% | $4,299-57.5% |
| Participant deferral / active EE | $4,403 | $8,297-46.9% | $7,994-44.9% | $6,507-32.3% |
| Admin fee / account holder | $47 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |