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 | $130,278 | $99,020+31.6% | $86,590+50.5% | $147,584-11.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.55% | 1312.34%-1305.8pp | 964.84%-958.3pp | 578.55%-572.0pp |
| Employer contribution / active EE | $36,000 | $3,132+1049.5% | $2,839+1167.9% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $3,972+504.2% | $3,609+565.1% | $5,439+341.3% |
| Admin fee / account holder | $250 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |