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 | $173,639 | $214,378-19.0% | $200,582-13.4% | $142,382+22.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.14% | 46.41%-38.3pp | 42.33%-34.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,922 | $6,841-71.9% | $6,419-70.1% | $4,299-55.3% |
| Participant deferral / active EE | $12,869 | $9,865+30.5% | $9,331+37.9% | $6,507+97.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |