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 | $92,051 | $100,773-8.7% | $88,946+3.5% | $142,382-35.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.92% | 70.18%-60.3pp | 57.82%-47.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $8,674 | $2,918+197.3% | $2,555+239.5% | $4,299+101.8% |
| Participant deferral / active EE | $1,867 | $5,230-64.3% | $4,581-59.2% | $6,507-71.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |