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 | $245,028 | $202,318+21.1% | $172,739+41.8% | $152,861+60.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.57% | 1029.65%-1026.1pp | 802.84%-799.3pp | 345.32%-341.7pp |
| Employer contribution / active EE | $18,065 | $5,856+208.5% | $5,143+251.3% | $4,762+279.3% |
| Participant deferral / active EE | $17,104 | $5,948+187.6% | $5,198+229.1% | $5,850+192.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |