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 | $162,557 | $88,751+83.2% | $81,812+98.7% | $145,922+11.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | -0.13% | 1025.40%-1025.5pp | 773.79%-773.9pp | 561.29%-561.4pp |
| Employer contribution / active EE | $1,866 | $3,083-39.5% | $2,912-35.9% | $4,660-60.0% |
| Participant deferral / active EE | $2,078 | $4,643-55.2% | $4,319-51.9% | $6,688-68.9% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |