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 | $114,944 | $109,359+5.1% | $162,163-29.1% | $72,985+57.5% |
| Participation rate | 91.3% | 84.3%+7.1pp | 87.6%+3.7pp | 69.5%+21.8pp |
| Annual return | 13.21% | 25.46%-12.2pp | 115.59%-102.4pp | 81.00%-67.8pp |
| Employer contribution / active EE | $4,914 | $3,907+25.8% | $5,614-12.5% | $2,440+101.4% |
| Participant deferral / active EE | $8,919 | $5,481+62.7% | $7,298+22.2% | $3,607+147.2% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |