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 | $140,002 | $157,256-11.0% | $141,162-0.8% | $152,861-8.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 13.87% | 64.32%-50.5pp | 71.39%-57.5pp | 345.32%-331.4pp |
| Employer contribution / active EE | $7,184 | $5,261+36.6% | $4,735+51.7% | $4,762+50.8% |
| Participant deferral / active EE | $6,001 | $7,109-15.6% | $6,709-10.6% | $5,850+2.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |