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 | $203,516 | $114,381+77.9% | $107,525+89.3% | $142,382+42.9% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.1%+20.8pp | 80.1%+15.7pp |
| Annual return | 11.33% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $15,695 | $4,015+290.9% | $3,754+318.1% | $4,299+265.1% |
| Participant deferral / active EE | $21,400 | $5,564+284.6% | $5,116+318.3% | $6,507+228.9% |
| Admin fee / account holder | $48 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |