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 | $205,939 | $202,318+1.8% | $172,739+19.2% | $152,861+34.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.40% | 1029.65%-1021.2pp | 802.84%-794.4pp | 345.32%-336.9pp |
| Employer contribution / active EE | $9,615 | $5,856+64.2% | $5,143+87.0% | $4,762+101.9% |
| Participant deferral / active EE | $5,694 | $5,948-4.3% | $5,198+9.6% | $5,850-2.7% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |