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 | $110,115 | $189,613-41.9% | $167,512-34.3% | $142,382-22.7% |
| Participation rate | 84.6% | 80.1%+4.5pp | 77.1%+7.6pp | 80.1%+4.5pp |
| Annual return | 8.67% | 2024.68%-2016.0pp | 1615.79%-1607.1pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,334 | $4,349-23.3% | $3,882-14.1% | $4,299-22.4% |
| Participant deferral / active EE | $5,942 | $6,981-14.9% | $6,405-7.2% | $6,507-8.7% |
| Admin fee / account holder | $8 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |