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 | $99,280 | $96,635+2.7% | $86,612+14.6% | $139,434-28.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 8.21% | 106.41%-98.2pp | 591.07%-582.9pp | 372.94%-364.7pp |
| Employer contribution / active EE | $2,734 | $3,263-16.2% | $3,022-9.6% | $4,751-42.5% |
| Participant deferral / active EE | $3,078 | $4,836-36.4% | $4,438-30.6% | $6,710-54.1% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |