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 | $248,884 | $217,402+14.5% | $185,823+33.9% | $167,490+48.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.87% | 148.36%-146.5pp | 122.05%-120.2pp | 478.56%-476.7pp |
| Employer contribution / active EE | $11,359 | $5,873+93.4% | $5,167+119.8% | $4,837+134.8% |
| Participant deferral / active EE | $9,913 | $6,356+55.9% | $5,568+78.0% | $6,341+56.3% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |