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 | $152,440 | $94,338+61.6% | $100,534+51.6% | $142,382+7.1% |
| Participation rate | 77.8% | 81.7%-4.0pp | 80.6%-2.8pp | 80.1%-2.3pp |
| Annual return | 10.05% | 29.20%-19.2pp | 32.66%-22.6pp | 217.08%-207.0pp |
| Employer contribution / active EE | $8,896 | $4,237+110.0% | $4,346+104.7% | $4,299+106.9% |
| Participant deferral / active EE | $2,445 | $5,934-58.8% | $6,144-60.2% | $6,507-62.4% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |