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 | $192,640 | $91,037+111.6% | $71,671+168.8% | $147,584+30.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 6.33% | 20.48%-14.1pp | 20.65%-14.3pp | 578.55%-572.2pp |
| Employer contribution / active EE | $18,915 | $3,327+468.5% | $2,460+668.9% | $4,876+287.9% |
| Participant deferral / active EE | $12,000 | $4,498+166.8% | $3,438+249.0% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |