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 | $168,724 | $198,466-15.0% | $170,442-1.0% | $147,584+14.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.73% | 257.29%-249.6pp | 205.93%-198.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $9,719 | $6,184+57.2% | $5,433+78.9% | $4,876+99.3% |
| Participant deferral / active EE | $4,578 | $5,629-18.7% | $4,939-7.3% | $5,439-15.8% |
| Admin fee / account holder | $289 | $16,852-98.3% | $13,880-97.9% | $10,885-97.3% |