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 | $181,796 | $165,335+10.0% | $149,696+21.4% | $158,922+14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.05% | 348.15%-344.1pp | 276.60%-272.5pp | 302.83%-298.8pp |
| Employer contribution / active EE | $3,634 | $5,103-28.8% | $4,644-21.7% | $4,761-23.7% |
| Participant deferral / active EE | $7,466 | $7,181+4.0% | $6,842+9.1% | $5,982+24.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |