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 | $124,471 | $159,602-22.0% | $150,045-17.0% | $142,382-12.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 2.02% | 70.24%-68.2pp | 62.55%-60.5pp | 217.08%-215.1pp |
| Employer contribution / active EE | $13,911 | $4,961+180.4% | $4,693+196.4% | $4,299+223.6% |
| Participant deferral / active EE | $8,159 | $8,310-1.8% | $7,997+2.0% | $6,507+25.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |