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 | $197,264 | $198,466-0.6% | $170,442+15.7% | $147,584+33.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.76% | 257.29%-248.5pp | 205.93%-197.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $5,088 | $6,184-17.7% | $5,433-6.4% | $4,876+4.3% |
| Participant deferral / active EE | $10,040 | $5,629+78.3% | $4,939+103.3% | $5,439+84.6% |
| Admin fee / account holder | $50 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |