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 | $110,509 | $125,758-12.1% | $169,993-35.0% | $75,163+47.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 9.17% | 27.20%-18.0pp | 53.37%-44.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $6,276 | $4,615+36.0% | $6,785-7.5% | $2,670+135.1% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $215 | $8,173-97.4% | $12,815-98.3% | $5,651-96.2% |