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 | $210,850 | $74,888+181.6% | $71,209+196.1% | $142,382+48.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.52% | 345.14%-333.6pp | 282.51%-271.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $10,639 | $2,854+272.7% | $2,721+291.0% | $4,299+147.5% |
| Participant deferral / active EE | $10,467 | $4,454+135.0% | $4,175+150.7% | $6,507+60.9% |
| Admin fee / account holder | $25 | $5,568-99.6% | $5,349-99.5% | $12,624-99.8% |