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 | $155,405 | $165,335-6.0% | $149,696+3.8% | $158,922-2.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.86% | 348.15%-343.3pp | 276.60%-271.7pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,979 | $5,103-61.2% | $4,644-57.4% | $4,761-58.4% |
| Participant deferral / active EE | $4,754 | $7,181-33.8% | $6,842-30.5% | $5,982-20.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |