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 | $59,934 | $165,335-63.8% | $149,696-60.0% | $158,922-62.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.05% | 348.15%-340.1pp | 276.60%-268.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $6,004 | $5,103+17.7% | $4,644+29.3% | $4,761+26.1% |
| Participant deferral / active EE | $6,110 | $7,181-14.9% | $6,842-10.7% | $5,982+2.1% |
| Admin fee / account holder | $215 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |