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 | $216,982 | $102,616+111.5% | $81,983+164.7% | $158,922+36.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 5.53% | 61.04%-55.5pp | 41.31%-35.8pp | 302.83%-297.3pp |
| Employer contribution / active EE | $14,016 | $3,240+332.6% | $2,498+461.1% | $4,761+194.4% |
| Participant deferral / active EE | $9,492 | $4,648+104.2% | $3,722+155.0% | $5,982+58.7% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |