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 | $234,202 | $109,817+113.3% | $98,442+137.9% | $167,490+39.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 2.90% | 1956.69%-1953.8pp | 1492.73%-1489.8pp | 478.56%-475.7pp |
| Employer contribution / active EE | $17,245 | $3,224+434.9% | $2,960+482.7% | $4,837+256.5% |
| Participant deferral / active EE | $10,400 | $4,673+122.5% | $4,276+143.2% | $6,341+64.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |