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 5-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 | $240,715 | $214,378+12.3% | $200,582+20.0% | $142,382+69.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.65% | 46.41%-41.8pp | 42.33%-37.7pp | 217.08%-212.4pp |
| Employer contribution / active EE | $3,172 | $6,841-53.6% | $6,419-50.6% | $4,299-26.2% |
| Participant deferral / active EE | $17,084 | $9,865+73.2% | $9,331+83.1% | $6,507+162.5% |
| Admin fee / account holder | $253 | $17,692-98.6% | $16,305-98.5% | $12,624-98.0% |