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 | $160,953 | $76,312+110.9% | $67,221+139.4% | $158,922+1.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.11% | 22.77%-15.7pp | 20.72%-13.6pp | 302.83%-295.7pp |
| Employer contribution / active EE | $14,820 | $4,476+231.1% | $3,723+298.0% | $4,761+211.3% |
| Participant deferral / active EE | $3,600 | $5,264-31.6% | $4,384-17.9% | $5,982-39.8% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |