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 4-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 | $125,346 | $183,519-31.7% | $155,509-19.4% | $145,922-14.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 5.37% | 61.17%-55.8pp | 64.67%-59.3pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,795 | $5,313-66.2% | $4,672-61.6% | $4,660-61.5% |
| Participant deferral / active EE | $5,983 | $6,462-7.4% | $5,626+6.3% | $6,688-10.5% |
| Admin fee / account holder | $8 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |