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 | $178,536 | $226,064-21.0% | $182,532-2.2% | $152,861+16.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 4.13% | 192.51%-188.4pp | 148.54%-144.4pp | 345.32%-341.2pp |
| Employer contribution / active EE | $5,304 | $4,978+6.5% | $4,076+30.1% | $4,762+11.4% |
| Participant deferral / active EE | $15,535 | $6,368+144.0% | $5,524+181.2% | $5,850+165.5% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |