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 8-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 | $82,535 | $185,200-55.4% | $142,863-42.2% | $167,490-50.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 3.81% | 8555.70%-8551.9pp | 5637.54%-5633.7pp | 478.56%-474.7pp |
| Employer contribution / active EE | $21,034 | $5,604+275.3% | $4,144+407.6% | $4,837+334.8% |
| Participant deferral / active EE | $13,000 | $4,494+189.3% | $3,837+238.8% | $6,341+105.0% |
| Admin fee / account holder | $183 | $8,031-97.7% | $6,560-97.2% | $12,309-98.5% |