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 | $169,253 | $183,519-7.8% | $155,509+8.8% | $145,922+16.0% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 8.41% | 61.17%-52.8pp | 64.67%-56.3pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,918 | $5,313-26.3% | $4,672-16.1% | $4,660-15.9% |
| Participant deferral / active EE | $3,256 | $6,462-49.6% | $5,626-42.1% | $6,688-51.3% |
| Admin fee / account holder | $205 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |