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 7-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 | $121,219 | $159,602-24.0% | $150,045-19.2% | $142,382-14.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.51% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,556 | $4,961-48.5% | $4,693-45.5% | $4,299-40.6% |
| Participant deferral / active EE | $12,675 | $8,310+52.5% | $7,997+58.5% | $6,507+94.8% |
| Admin fee / account holder | $261 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |