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 8-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 | $174,696 | $209,832-16.7% | $189,513-7.8% | $167,490+4.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.10% | 748.27%-740.2pp | 555.15%-547.1pp | 478.56%-470.5pp |
| Employer contribution / active EE | $7,195 | $6,914+4.1% | $6,162+16.8% | $4,837+48.7% |
| Participant deferral / active EE | $15,442 | $8,935+72.8% | $8,221+87.8% | $6,341+143.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |