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 | $97,771 | $133,922-27.0% | $116,228-15.9% | $142,382-31.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 8.93% | 147.76%-138.8pp | 90.06%-81.1pp | 217.08%-208.1pp |
| Employer contribution / active EE | $2,235 | $3,446-35.1% | $2,994-25.4% | $4,299-48.0% |
| Participant deferral / active EE | $3,002 | $5,672-47.1% | $4,953-39.4% | $6,507-53.9% |
| Admin fee / account holder | $4 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |