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 | $104,229 | $214,378-51.4% | $200,582-48.0% | $142,382-26.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 10.12% | 46.41%-36.3pp | 42.33%-32.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,788 | $6,841-44.6% | $6,419-41.0% | $4,299-11.9% |
| Participant deferral / active EE | $4,647 | $9,865-52.9% | $9,331-50.2% | $6,507-28.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |