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 3-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 | $108,902 | $114,381-4.8% | $107,525+1.3% | $142,382-23.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.11% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $27,755 | $4,015+591.3% | $3,754+639.4% | $4,299+545.6% |
| Participant deferral / active EE | $17,030 | $5,564+206.1% | $5,116+232.9% | $6,507+161.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |