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 9-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 | $221,525 | $202,318+9.5% | $172,739+28.2% | $152,861+44.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.40% | 1029.65%-1020.2pp | 802.84%-793.4pp | 345.32%-335.9pp |
| Employer contribution / active EE | $19,555 | $5,856+233.9% | $5,143+280.2% | $4,762+310.6% |
| Participant deferral / active EE | $13,654 | $5,948+129.6% | $5,198+162.7% | $5,850+133.4% |
| Admin fee / account holder | $11 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |