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 | $225,122 | $177,572+26.8% | $154,803+45.4% | $142,382+58.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 3.13% | 65.07%-61.9pp | 58.88%-55.7pp | 217.08%-213.9pp |
| Employer contribution / active EE | $6,064 | $4,810+26.0% | $4,305+40.8% | $4,299+41.0% |
| Participant deferral / active EE | $2,880 | $6,272-54.1% | $5,540-48.0% | $6,507-55.7% |
| Admin fee / account holder | $211 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |