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 | $163,822 | $183,519-10.7% | $155,509+5.3% | $145,922+12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.04% | 61.17%-58.1pp | 64.67%-61.6pp | 561.29%-558.2pp |
| Employer contribution / active EE | $12,732 | $5,313+139.6% | $4,672+172.5% | $4,660+173.2% |
| Participant deferral / active EE | $11,952 | $6,462+85.0% | $5,626+112.4% | $6,688+78.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |