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 | $215,959 | $111,724+93.3% | $93,606+130.7% | $145,922+48.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 6.27% | 202.98%-196.7pp | 133.20%-126.9pp | 561.29%-555.0pp |
| Employer contribution / active EE | $1,424 | $3,090-53.9% | $2,420-41.1% | $4,660-69.4% |
| Participant deferral / active EE | $6,517 | $4,912+32.7% | $4,411+47.7% | $6,688-2.5% |
| Admin fee / account holder | $63 | $10,250-99.4% | $8,285-99.2% | $13,397-99.5% |