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 | $161,620 | $150,440+7.4% | $136,294+18.6% | $147,584+9.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.01% | 1049.08%-1044.1pp | 5155.94%-5150.9pp | 578.55%-573.5pp |
| Employer contribution / active EE | $3,144 | $5,256-40.2% | $4,695-33.0% | $4,876-35.5% |
| Participant deferral / active EE | $8,383 | $6,630+26.4% | $6,247+34.2% | $5,439+54.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |