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 | $117,794 | $183,963-36.0% | $162,163-27.4% | $152,861-22.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 10.94% | 150.76%-139.8pp | 115.59%-104.6pp | 345.32%-334.4pp |
| Employer contribution / active EE | $14,750 | $6,371+131.5% | $5,614+162.7% | $4,762+209.7% |
| Participant deferral / active EE | $5,000 | $8,034-37.8% | $7,298-31.5% | $5,850-14.5% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |