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 6-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 | $125,024 | $157,256-20.5% | $141,162-11.4% | $152,861-18.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 6.86% | 64.32%-57.5pp | 71.39%-64.5pp | 345.32%-338.5pp |
| Employer contribution / active EE | $2,963 | $5,261-43.7% | $4,735-37.4% | $4,762-37.8% |
| Participant deferral / active EE | $4,665 | $7,109-34.4% | $6,709-30.5% | $5,850-20.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |