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 4-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 | $241,852 | $159,602+51.5% | $150,045+61.2% | $142,382+69.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.68% | 70.24%-60.6pp | 62.55%-52.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,577 | $4,961-48.1% | $4,693-45.1% | $4,299-40.1% |
| Participant deferral / active EE | $19,209 | $8,310+131.2% | $7,997+140.2% | $6,507+195.2% |
| Admin fee / account holder | $33 | $14,846-99.8% | $13,435-99.8% | $12,624-99.7% |