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 | $168,749 | $106,515+58.4% | $96,683+74.5% | $139,434+21.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.49% | 38.43%-27.9pp | 35.69%-25.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $12,880 | $4,103+213.9% | $3,737+244.7% | $4,751+171.1% |
| Participant deferral / active EE | $8,313 | $5,454+52.4% | $4,878+70.4% | $6,710+23.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |