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 | $189,408 | $176,056+7.6% | $159,436+18.8% | $167,490+13.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.18% | 331.75%-329.6pp | 263.57%-261.4pp | 478.56%-476.4pp |
| Employer contribution / active EE | $10,143 | $5,297+91.5% | $4,829+110.0% | $4,837+109.7% |
| Participant deferral / active EE | $50,198 | $7,750+547.7% | $7,352+582.8% | $6,341+691.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |