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 | $90,722 | $202,318-55.2% | $172,739-47.5% | $152,861-40.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 7.72% | 1029.65%-1021.9pp | 802.84%-795.1pp | 345.32%-337.6pp |
| Employer contribution / active EE | $5,419 | $5,856-7.5% | $5,143+5.4% | $4,762+13.8% |
| Participant deferral / active EE | $2,270 | $5,948-61.8% | $5,198-56.3% | $5,850-61.2% |
| Admin fee / account holder | $63 | $17,109-99.6% | $13,954-99.5% | $11,596-99.5% |