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 | $222,724 | $159,602+39.5% | $150,045+48.4% | $142,382+56.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 10.25% | 70.24%-60.0pp | 62.55%-52.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $5,228 | $4,961+5.4% | $4,693+11.4% | $4,299+21.6% |
| Participant deferral / active EE | $11,978 | $8,310+44.1% | $7,997+49.8% | $6,507+84.1% |
| Admin fee / account holder | $256 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |