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 | $123,709 | $175,202-29.4% | $149,673-17.3% | $139,434-11.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.85% | 166.71%-161.9pp | 134.42%-129.6pp | 372.94%-368.1pp |
| Employer contribution / active EE | $14,642 | $5,474+167.5% | $4,818+203.9% | $4,751+208.2% |
| Participant deferral / active EE | $18,517 | $6,519+184.1% | $5,680+226.0% | $6,710+176.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |