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 | $124,261 | $100,852+23.2% | $90,404+37.5% | $158,922-21.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.32% | 1724.20%-1724.5pp | 1293.02%-1293.3pp | 302.83%-303.1pp |
| Employer contribution / active EE | $2,478 | $3,689-32.8% | $3,262-24.0% | $4,761-47.9% |
| Participant deferral / active EE | $5,375 | $4,348+23.6% | $3,963+35.6% | $5,982-10.1% |
| Admin fee / account holder | $206 | $6,501-96.8% | $5,611-96.3% | $11,246-98.2% |