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 | $118,214 | $86,286+37.0% | $111,297+6.2% | $85,850+37.7% |
| Participation rate | 93.9% | 73.3%+20.5pp | 77.3%+16.6pp | 69.3%+24.6pp |
| Annual return | 10.74% | 19.99%-9.2pp | 54.65%-43.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,820 | $2,043+38.0% | $2,731+3.3% | $2,565+10.0% |
| Participant deferral / active EE | $7,562 | $3,641+107.7% | $4,487+68.5% | $3,952+91.4% |
| Admin fee / account holder | $270 | $8,188-96.7% | $7,964-96.6% | $6,260-95.7% |