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 | $96,917 | $157,256-38.4% | $141,162-31.3% | $152,861-36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.89% | 64.32%-61.4pp | 71.39%-68.5pp | 345.32%-342.4pp |
| Employer contribution / active EE | $11,584 | $5,261+120.2% | $4,735+144.6% | $4,762+143.2% |
| Participant deferral / active EE | $11,230 | $7,109+58.0% | $6,709+67.4% | $5,850+92.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |