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 | $107,072 | $157,256-31.9% | $141,162-24.1% | $152,861-30.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 8.38% | 64.32%-55.9pp | 71.39%-63.0pp | 345.32%-336.9pp |
| Employer contribution / active EE | $5,480 | $5,261+4.2% | $4,735+15.7% | $4,762+15.1% |
| Participant deferral / active EE | $14,774 | $7,109+107.8% | $6,709+120.2% | $5,850+152.5% |
| Admin fee / account holder | $262 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |