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 | $235,191 | $150,440+56.3% | $136,294+72.6% | $147,584+59.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.22% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $6,333 | $5,256+20.5% | $4,695+34.9% | $4,876+29.9% |
| Participant deferral / active EE | $9,514 | $6,630+43.5% | $6,247+52.3% | $5,439+74.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |