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 | $116,364 | $114,381+1.7% | $107,525+8.2% | $142,382-18.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.39% | 242.71%-236.3pp | 181.32%-174.9pp | 217.08%-210.7pp |
| Employer contribution / active EE | $2,006 | $4,015-50.0% | $3,754-46.6% | $4,299-53.3% |
| Participant deferral / active EE | $5,542 | $5,564-0.4% | $5,116+8.3% | $6,507-14.8% |
| Admin fee / account holder | $263 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |