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 | $122,075 | $88,751+37.5% | $81,812+49.2% | $145,922-16.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 8.72% | 1025.40%-1016.7pp | 773.79%-765.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $3,362 | $3,083+9.0% | $2,912+15.4% | $4,660-27.8% |
| Participant deferral / active EE | $7,277 | $4,643+56.7% | $4,319+68.5% | $6,688+8.8% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |