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 | $191,617 | $77,314+147.8% | $177,989+7.7% | $80,856+137.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.52% | 18.09%-7.6pp | 294.48%-284.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $13,337 | $2,292+481.9% | $3,949+237.8% | $2,755+384.1% |
| Participant deferral / active EE | $5,182 | $4,411+17.5% | $6,276-17.4% | $4,296+20.6% |
| Admin fee / account holder | $163 | $7,191-97.7% | $10,363-98.4% | $6,918-97.6% |