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 | $166,375 | $148,534+12.0% | $135,903+22.4% | $139,434+19.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 8.66% | 79.19%-70.5pp | 68.23%-59.6pp | 372.94%-364.3pp |
| Employer contribution / active EE | $4,055 | $5,243-22.7% | $4,856-16.5% | $4,751-14.6% |
| Participant deferral / active EE | $12,020 | $8,100+48.4% | $7,758+54.9% | $6,710+79.1% |
| Admin fee / account holder | $83 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |