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 | $178,121 | $189,613-6.1% | $167,512+6.3% | $142,382+25.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 2.24% | 2024.68%-2022.4pp | 1615.79%-1613.6pp | 217.08%-214.8pp |
| Employer contribution / active EE | $11,000 | $4,349+152.9% | $3,882+183.4% | $4,299+155.9% |
| Participant deferral / active EE | $31,000 | $6,981+344.0% | $6,405+384.0% | $6,507+376.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |