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 | $84,848 | $157,256-46.0% | $141,162-39.9% | $152,861-44.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.58% | 64.32%-62.7pp | 71.39%-69.8pp | 345.32%-343.7pp |
| Employer contribution / active EE | $6,724 | $5,261+27.8% | $4,735+42.0% | $4,762+41.2% |
| Participant deferral / active EE | $9,200 | $7,109+29.4% | $6,709+37.1% | $5,850+57.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |