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 | $159,938 | $133,922+19.4% | $116,228+37.6% | $142,382+12.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.29% | 147.76%-138.5pp | 90.06%-80.8pp | 217.08%-207.8pp |
| Employer contribution / active EE | $3,872 | $3,446+12.4% | $2,994+29.3% | $4,299-9.9% |
| Participant deferral / active EE | $2,581 | $5,672-54.5% | $4,953-47.9% | $6,507-60.3% |
| Admin fee / account holder | $267 | $14,945-98.2% | $11,989-97.8% | $12,624-97.9% |