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 | $199,961 | $198,466+0.8% | $170,442+17.3% | $147,584+35.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 6.32% | 257.29%-251.0pp | 205.93%-199.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $3,800 | $6,184-38.5% | $5,433-30.1% | $4,876-22.1% |
| Participant deferral / active EE | $13,200 | $5,629+134.5% | $4,939+167.2% | $5,439+142.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |