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 | $133,911 | $183,519-27.0% | $155,509-13.9% | $145,922-8.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.09% | 61.17%-54.1pp | 64.67%-57.6pp | 561.29%-554.2pp |
| Employer contribution / active EE | $10,000 | $5,313+88.2% | $4,672+114.0% | $4,660+114.6% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $200 | $19,313-99.0% | $15,912-98.7% | $13,397-98.5% |