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 | $136,986 | $114,381+19.8% | $107,525+27.4% | $142,382-3.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.97% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,050 | $4,015-73.8% | $3,754-72.0% | $4,299-75.6% |
| Participant deferral / active EE | $13,050 | $5,564+134.5% | $5,116+155.1% | $6,507+100.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |