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 | $125,016 | $103,376+20.9% | $87,100+43.5% | $152,861-18.2% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.9%+14.0pp | 82.4%+8.5pp |
| Annual return | 9.33% | 28.10%-18.8pp | 28.19%-18.9pp | 345.32%-336.0pp |
| Employer contribution / active EE | $2,152 | $3,220-33.2% | $2,521-14.6% | $4,762-54.8% |
| Participant deferral / active EE | $6,109 | $4,778+27.9% | $4,049+50.9% | $5,850+4.4% |
| Admin fee / account holder | $46 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |