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 | $142,140 | $159,602-10.9% | $150,045-5.3% | $142,382-0.2% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 11.19% | 70.24%-59.1pp | 62.55%-51.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,296 | $4,961-73.9% | $4,693-72.4% | $4,299-69.8% |
| Participant deferral / active EE | $3,154 | $8,310-62.0% | $7,997-60.6% | $6,507-51.5% |
| Admin fee / account holder | $173 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |