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 | $129,630 | $203,436-36.3% | $152,466-15.0% | $167,490-22.6% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.2%+5.1pp | 82.1%+1.2pp |
| Annual return | 7.55% | 13.80%-6.2pp | 757.33%-749.8pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,246 | $5,220-76.1% | $4,327-71.2% | $4,837-74.2% |
| Participant deferral / active EE | $4,423 | $6,716-34.1% | $5,820-24.0% | $6,341-30.2% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |