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 | $196,636 | $183,963+6.9% | $162,163+21.3% | $152,861+28.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.51% | 150.76%-146.3pp | 115.59%-111.1pp | 345.32%-340.8pp |
| Employer contribution / active EE | $11,949 | $6,371+87.6% | $5,614+112.9% | $4,762+150.9% |
| Participant deferral / active EE | $11,233 | $8,034+39.8% | $7,298+53.9% | $5,850+92.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |