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 | $127,862 | $117,841+8.5% | $102,423+24.8% | $145,922-12.4% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 6.70% | 31.65%-25.0pp | 29.32%-22.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $966 | $3,615-73.3% | $3,023-68.1% | $4,660-79.3% |
| Participant deferral / active EE | $3,019 | $5,731-47.3% | $5,053-40.3% | $6,688-54.9% |
| Admin fee / account holder | $139 | $13,326-99.0% | $9,451-98.5% | $13,397-99.0% |