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 | $146,592 | $84,696+73.1% | $75,696+93.7% | $167,490-12.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 5.98% | 199.36%-193.4pp | 104.53%-98.5pp | 478.56%-472.6pp |
| Employer contribution / active EE | $5,511 | $3,230+70.6% | $2,743+100.9% | $4,837+13.9% |
| Participant deferral / active EE | $14,730 | $4,580+221.6% | $3,821+285.5% | $6,341+132.3% |
| Admin fee / account holder | $20 | $5,355-99.6% | $3,619-99.4% | $12,309-99.8% |