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 | $204,037 | $209,411-2.6% | $178,490+14.3% | $158,922+28.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.66% | 188.75%-186.1pp | 151.07%-148.4pp | 302.83%-300.2pp |
| Employer contribution / active EE | $8,204 | $5,706+43.8% | $5,011+63.7% | $4,761+72.3% |
| Participant deferral / active EE | $7,312 | $5,954+22.8% | $5,202+40.6% | $5,982+22.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |