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 | $204,403 | $150,440+35.9% | $136,294+50.0% | $147,584+38.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.62% | 1049.08%-1039.5pp | 5155.94%-5146.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,713 | $5,256-48.4% | $4,695-42.2% | $4,876-44.4% |
| Participant deferral / active EE | $3,341 | $6,630-49.6% | $6,247-46.5% | $5,439-38.6% |
| Admin fee / account holder | $12 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |