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 | $169,153 | $65,365+158.8% | $92,893+82.1% | $72,985+131.8% |
| Participation rate | 88.0% | 68.3%+19.7pp | 76.0%+12.0pp | 69.5%+18.5pp |
| Annual return | 1.39% | 42.10%-40.7pp | 109.41%-108.0pp | 81.00%-79.6pp |
| Employer contribution / active EE | $4,312 | $2,594+66.2% | $3,653+18.0% | $2,440+76.7% |
| Participant deferral / active EE | $4,861 | $3,128+55.4% | $4,236+14.8% | $3,607+34.8% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |