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 6-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 | $201,527 | $104,974+92.0% | $95,585+110.8% | $142,382+41.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.88% | 210.33%-200.5pp | 38.56%-28.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,700 | $2,779-2.8% | $2,527+6.9% | $4,299-37.2% |
| Participant deferral / active EE | $27,250 | $4,352+526.2% | $4,023+577.4% | $6,507+318.8% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |