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 | $245,771 | $177,572+38.4% | $154,803+58.8% | $142,382+72.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | -14.23% | 65.07%-79.3pp | 58.88%-73.1pp | 217.08%-231.3pp |
| Employer contribution / active EE | $11,029 | $4,810+129.3% | $4,305+156.2% | $4,299+156.5% |
| Participant deferral / active EE | $5,875 | $6,272-6.3% | $5,540+6.0% | $6,507-9.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |