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 | $130,224 | $165,335-21.2% | $149,696-13.0% | $158,922-18.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.43% | 348.15%-340.7pp | 276.60%-269.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $6,296 | $5,103+23.4% | $4,644+35.6% | $4,761+32.2% |
| Participant deferral / active EE | $10,404 | $7,181+44.9% | $6,842+52.1% | $5,982+73.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |