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 | $154,603 | $183,963-16.0% | $162,163-4.7% | $152,861+1.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7.40% | 150.76%-143.4pp | 115.59%-108.2pp | 345.32%-337.9pp |
| Employer contribution / active EE | $5,274 | $6,371-17.2% | $5,614-6.0% | $4,762+10.8% |
| Participant deferral / active EE | $2,877 | $8,034-64.2% | $7,298-60.6% | $5,850-50.8% |
| Admin fee / account holder | $5 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |