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 | $166,302 | $85,766+93.9% | $136,294+22.0% | $70,131+137.1% |
| Participation rate | 86.5% | 74.2%+12.3pp | 81.9%+4.6pp | 69.5%+16.9pp |
| Annual return | 11.93% | 31.45%-19.5pp | 5155.94%-5144.0pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,614 | $2,966-11.9% | $4,695-44.3% | $2,342+11.6% |
| Participant deferral / active EE | $5,732 | $5,051+13.5% | $6,247-8.3% | $3,332+72.0% |
| Admin fee / account holder | $69 | $5,420-98.7% | $9,243-99.3% | $4,645-98.5% |