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 | $143,062 | $150,440-4.9% | $136,294+5.0% | $147,584-3.1% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 8.74% | 1049.08%-1040.3pp | 5155.94%-5147.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $9,512 | $5,256+81.0% | $4,695+102.6% | $4,876+95.1% |
| Participant deferral / active EE | $6,387 | $6,630-3.7% | $6,247+2.2% | $5,439+17.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |