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 | $233,552 | $159,901+46.1% | $146,958+58.9% | $145,922+60.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.61% | 98.13%-88.5pp | 418.34%-408.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,283 | $5,286-56.8% | $4,933-53.7% | $4,660-51.0% |
| Participant deferral / active EE | $4,303 | $8,428-48.9% | $8,070-46.7% | $6,688-35.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |