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 | $193,355 | $183,519+5.4% | $155,509+24.3% | $145,922+32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.26% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $4,914 | $5,313-7.5% | $4,672+5.2% | $4,660+5.5% |
| Participant deferral / active EE | $9,564 | $6,462+48.0% | $5,626+70.0% | $6,688+43.0% |
| Admin fee / account holder | $180 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |