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 8-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 | $164,490 | $198,466-17.1% | $170,442-3.5% | $147,584+11.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.51% | 257.29%-253.8pp | 205.93%-202.4pp | 578.55%-575.0pp |
| Employer contribution / active EE | $10,719 | $6,184+73.4% | $5,433+97.3% | $4,876+119.8% |
| Participant deferral / active EE | $8,038 | $5,629+42.8% | $4,939+62.7% | $5,439+47.8% |
| Admin fee / account holder | $190 | $16,852-98.9% | $13,880-98.6% | $10,885-98.3% |