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 9-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 | $216,448 | $175,202+23.5% | $149,673+44.6% | $139,434+55.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.53% | 166.71%-165.2pp | 134.42%-132.9pp | 372.94%-371.4pp |
| Employer contribution / active EE | $11,220 | $5,474+105.0% | $4,818+132.9% | $4,751+136.2% |
| Participant deferral / active EE | $5,916 | $6,519-9.2% | $5,680+4.2% | $6,710-11.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |