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 | $158,824 | $183,519-13.5% | $155,509+2.1% | $145,922+8.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 7.12% | 61.17%-54.0pp | 64.67%-57.5pp | 561.29%-554.2pp |
| Employer contribution / active EE | $4,481 | $5,313-15.7% | $4,672-4.1% | $4,660-3.8% |
| Participant deferral / active EE | $9,826 | $6,462+52.0% | $5,626+74.6% | $6,688+46.9% |
| Admin fee / account holder | $86 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |