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 | $143,743 | $115,770+24.2% | $101,248+42.0% | $158,922-9.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.74% | 56.14%-53.4pp | 46.47%-43.7pp | 302.83%-300.1pp |
| Employer contribution / active EE | $15,625 | $4,175+274.3% | $3,660+327.0% | $4,761+228.2% |
| Participant deferral / active EE | $3,495 | $4,957-29.5% | $4,370-20.0% | $5,982-41.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |