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 | $119,394 | $150,440-20.6% | $136,294-12.4% | $147,584-19.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.00% | 1049.08%-1040.1pp | 5155.94%-5146.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $3,635 | $5,256-30.8% | $4,695-22.6% | $4,876-25.5% |
| Participant deferral / active EE | $8,547 | $6,630+28.9% | $6,247+36.8% | $5,439+57.1% |
| Admin fee / account holder | $275 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |