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 | $195,361 | $114,381+70.8% | $107,525+81.7% | $142,382+37.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 5.54% | 242.71%-237.2pp | 181.32%-175.8pp | 217.08%-211.5pp |
| Employer contribution / active EE | $2,319 | $4,015-42.2% | $3,754-38.2% | $4,299-46.0% |
| Participant deferral / active EE | $10,092 | $5,564+81.4% | $5,116+97.3% | $6,507+55.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |