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 | $93,440 | $198,466-52.9% | $170,442-45.2% | $147,584-36.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.50% | 257.29%-248.8pp | 205.93%-197.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $10,958 | $6,184+77.2% | $5,433+101.7% | $4,876+124.7% |
| Participant deferral / active EE | $9,948 | $5,629+76.7% | $4,939+101.4% | $5,439+82.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |