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 | $101,936 | $159,602-36.1% | $150,045-32.1% | $142,382-28.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.09% | 70.24%-66.1pp | 62.55%-58.5pp | 217.08%-213.0pp |
| Employer contribution / active EE | $7,538 | $4,961+52.0% | $4,693+60.6% | $4,299+75.3% |
| Participant deferral / active EE | $13,475 | $8,310+62.2% | $7,997+68.5% | $6,507+107.1% |
| Admin fee / account holder | $180 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |