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 7-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 | $139,565 | $157,256-11.3% | $141,162-1.1% | $152,861-8.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.86% | 64.32%-51.5pp | 71.39%-58.5pp | 345.32%-332.5pp |
| Employer contribution / active EE | $4,200 | $5,261-20.2% | $4,735-11.3% | $4,762-11.8% |
| Participant deferral / active EE | $5,567 | $7,109-21.7% | $6,709-17.0% | $5,850-4.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |