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 | $185,230 | $179,726+3.1% | $156,263+18.5% | $142,382+30.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 9.68% | 77.86%-68.2pp | 59.47%-49.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $16,918 | $5,069+233.7% | $4,333+290.4% | $4,299+293.5% |
| Participant deferral / active EE | $15,341 | $6,956+120.5% | $6,158+149.1% | $6,507+135.7% |
| Admin fee / account holder | $106 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |