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 9-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 | $87,072 | $55,415+57.1% | $155,509-44.0% | $74,495+16.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.08% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $7,187 | $2,267+217.0% | $4,672+53.8% | $2,623+174.0% |
| Participant deferral / active EE | $3,745 | $2,836+32.0% | $5,626-33.4% | $4,346-13.8% |
| Admin fee / account holder | $17 | $1,738-99.0% | $15,912-99.9% | $1,942-99.1% |