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 5-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 | $227,480 | $201,272+13.0% | $184,203+23.5% | $145,922+55.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.56% | 29.00%-20.4pp | 28.81%-20.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $18,718 | $7,022+166.6% | $6,427+191.2% | $4,660+301.7% |
| Participant deferral / active EE | $16,500 | $9,806+68.3% | $9,131+80.7% | $6,688+146.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |