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 | $137,073 | $158,398-13.5% | $126,539+8.3% | $142,382-3.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 6.91% | 593.76%-586.8pp | 425.95%-419.0pp | 217.08%-210.2pp |
| Employer contribution / active EE | $7,908 | $4,650+70.1% | $3,674+115.3% | $4,299+84.0% |
| Participant deferral / active EE | $5,598 | $4,767+17.4% | $4,083+37.1% | $6,507-14.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |