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 | $156,463 | $111,754+40.0% | $103,333+51.4% | $145,922+7.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.48% | 24.77%-17.3pp | 24.88%-17.4pp | 561.29%-553.8pp |
| Employer contribution / active EE | $6,007 | $4,212+42.6% | $3,868+55.3% | $4,660+28.9% |
| Participant deferral / active EE | $6,353 | $5,619+13.1% | $5,057+25.6% | $6,688-5.0% |
| Admin fee / account holder | $2 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |