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 9-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 | $141,684 | $157,256-9.9% | $141,162+0.4% | $152,861-7.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 2.13% | 64.32%-62.2pp | 71.39%-69.3pp | 345.32%-343.2pp |
| Employer contribution / active EE | $2,517 | $5,261-52.2% | $4,735-46.8% | $4,762-47.1% |
| Participant deferral / active EE | $11,486 | $7,109+61.6% | $6,709+71.2% | $5,850+96.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |