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 9-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 | $112,175 | $157,256-28.7% | $141,162-20.5% | $152,861-26.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.74% | 64.32%-50.6pp | 71.39%-57.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $16,800 | $5,261+219.3% | $4,735+254.8% | $4,762+252.8% |
| Participant deferral / active EE | $22,000 | $7,109+209.5% | $6,709+227.9% | $5,850+276.1% |
| Admin fee / account holder | $224 | $12,120-98.2% | $10,261-97.8% | $11,596-98.1% |