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 | $138,305 | $214,378-35.5% | $200,582-31.0% | $142,382-2.9% |
| Participation rate | 82.4% | 87.4%-5.1pp | 86.9%-4.5pp | 80.1%+2.2pp |
| Annual return | 11.13% | 46.41%-35.3pp | 42.33%-31.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,928 | $6,841-71.8% | $6,419-70.0% | $4,299-55.2% |
| Participant deferral / active EE | $5,507 | $9,865-44.2% | $9,331-41.0% | $6,507-15.4% |
| Admin fee / account holder | $30 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |