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 | $140,319 | $171,865-18.4% | $149,718-6.3% | $147,584-4.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.14% | 2113.22%-2106.1pp | 1501.63%-1494.5pp | 578.55%-571.4pp |
| Employer contribution / active EE | $11,014 | $6,275+75.5% | $5,445+102.3% | $4,876+125.9% |
| Participant deferral / active EE | $9,466 | $7,271+30.2% | $6,569+44.1% | $5,439+74.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |