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 | $223,910 | $159,901+40.0% | $146,958+52.4% | $145,922+53.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 9.15% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,556 | $5,286-51.6% | $4,933-48.2% | $4,660-45.1% |
| Participant deferral / active EE | $5,562 | $8,428-34.0% | $8,070-31.1% | $6,688-16.8% |
| Admin fee / account holder | $89 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |