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 | $110,846 | $106,890+3.7% | $84,015+31.9% | $152,861-27.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 2.67% | 104.99%-102.3pp | 71.31%-68.6pp | 345.32%-342.7pp |
| Employer contribution / active EE | $2,875 | $2,734+5.2% | $1,983+45.0% | $4,762-39.6% |
| Participant deferral / active EE | $3,612 | $4,011-10.0% | $3,239+11.5% | $5,850-38.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |