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 | $183,624 | $214,378-14.3% | $200,582-8.5% | $142,382+29.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 8.97% | 46.41%-37.4pp | 42.33%-33.4pp | 217.08%-208.1pp |
| Employer contribution / active EE | $6,843 | $6,8410% | $6,419+6.6% | $4,299+59.2% |
| Participant deferral / active EE | $10,729 | $9,865+8.8% | $9,331+15.0% | $6,507+64.9% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |