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 | $96,712 | $176,056-45.1% | $159,436-39.3% | $167,490-42.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.34% | 331.75%-322.4pp | 263.57%-254.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $9,359 | $5,297+76.7% | $4,829+93.8% | $4,837+93.5% |
| Participant deferral / active EE | $5,925 | $7,750-23.5% | $7,352-19.4% | $6,341-6.6% |
| Admin fee / account holder | $13 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |