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 | $161,487 | $102,966+56.8% | $90,281+78.9% | $152,861+5.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.66% | 95.16%-89.5pp | 78.10%-72.4pp | 345.32%-339.7pp |
| Employer contribution / active EE | $638 | $3,139-79.7% | $2,854-77.7% | $4,762-86.6% |
| Participant deferral / active EE | $1,773 | $4,281-58.6% | $3,885-54.4% | $5,850-69.7% |
| Admin fee / account holder | $57 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |