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 8-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 | $223,571 | $159,602+40.1% | $150,045+49.0% | $142,382+57.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.16% | 70.24%-61.1pp | 62.55%-53.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $15,492 | $4,961+212.3% | $4,693+230.1% | $4,299+260.3% |
| Participant deferral / active EE | $9,595 | $8,310+15.5% | $7,997+20.0% | $6,507+47.4% |
| Admin fee / account holder | $203 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |