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 | $145,869 | $209,411-30.3% | $178,490-18.3% | $158,922-8.2% |
| Participation rate | 92.9% | 86.3%+6.5pp | 81.9%+10.9pp | 82.0%+10.9pp |
| Annual return | 2.16% | 188.75%-186.6pp | 151.07%-148.9pp | 302.83%-300.7pp |
| Employer contribution / active EE | $5,052 | $5,706-11.5% | $5,011+0.8% | $4,761+6.1% |
| Participant deferral / active EE | $3,219 | $5,954-45.9% | $5,202-38.1% | $5,982-46.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |