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 | $159,022 | $165,335-3.8% | $149,696+6.2% | $158,922+0.1% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 7.28% | 348.15%-340.9pp | 276.60%-269.3pp | 302.83%-295.6pp |
| Employer contribution / active EE | $2,131 | $5,103-58.2% | $4,644-54.1% | $4,761-55.2% |
| Participant deferral / active EE | $6,699 | $7,181-6.7% | $6,842-2.1% | $5,982+12.0% |
| Admin fee / account holder | $29 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |