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 | $184,893 | $138,347+33.6% | $184,203+0.4% | $80,856+128.7% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+1.0pp | 67.6%+20.1pp |
| Annual return | 8.19% | 20.02%-11.8pp | 28.81%-20.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $6,510 | $4,850+34.2% | $6,427+1.3% | $2,755+136.3% |
| Participant deferral / active EE | $8,014 | $7,071+13.3% | $9,131-12.2% | $4,296+86.6% |
| Admin fee / account holder | $50 | $10,483-99.5% | $13,901-99.6% | $6,918-99.3% |