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 7-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 | $176,946 | $214,378-17.5% | $200,582-11.8% | $142,382+24.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.51% | 46.41%-37.9pp | 42.33%-33.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $8,343 | $6,841+21.9% | $6,419+30.0% | $4,299+94.1% |
| Participant deferral / active EE | $17,450 | $9,865+76.9% | $9,331+87.0% | $6,507+168.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |