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 | $110,421 | $88,751+24.4% | $81,812+35.0% | $145,922-24.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 5.44% | 1025.40%-1020.0pp | 773.79%-768.3pp | 561.29%-555.8pp |
| Employer contribution / active EE | $2,698 | $3,083-12.5% | $2,912-7.4% | $4,660-42.1% |
| Participant deferral / active EE | $3,041 | $4,643-34.5% | $4,319-29.6% | $6,688-54.5% |
| Admin fee / account holder | $23 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |