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 | $125,094 | $159,901-21.8% | $146,958-14.9% | $145,922-14.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 7.52% | 98.13%-90.6pp | 418.34%-410.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $7,877 | $5,286+49.0% | $4,933+59.7% | $4,660+69.1% |
| Participant deferral / active EE | $7,283 | $8,428-13.6% | $8,070-9.8% | $6,688+8.9% |
| Admin fee / account holder | $181 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |