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 | $196,605 | $111,754+75.9% | $103,333+90.3% | $145,922+34.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 6.52% | 24.77%-18.2pp | 24.88%-18.4pp | 561.29%-554.8pp |
| Employer contribution / active EE | $12,556 | $4,212+198.1% | $3,868+224.6% | $4,660+169.5% |
| Participant deferral / active EE | $8,408 | $5,619+49.7% | $5,057+66.3% | $6,688+25.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |