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 | $177,859 | $179,726-1.0% | $156,263+13.8% | $142,382+24.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 8.54% | 77.86%-69.3pp | 59.47%-50.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,076 | $5,069-39.3% | $4,333-29.0% | $4,299-28.4% |
| Participant deferral / active EE | $3,797 | $6,956-45.4% | $6,158-38.4% | $6,507-41.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |