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 | $203,746 | $214,378-5.0% | $200,582+1.6% | $142,382+43.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 10.48% | 46.41%-35.9pp | 42.33%-31.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $5,341 | $6,841-21.9% | $6,419-16.8% | $4,299+24.2% |
| Participant deferral / active EE | $3,663 | $9,865-62.9% | $9,331-60.7% | $6,507-43.7% |
| Admin fee / account holder | $50 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |