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 | $129,970 | $202,318-35.8% | $172,739-24.8% | $152,861-15.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.78% | 1029.65%-1022.9pp | 802.84%-796.1pp | 345.32%-338.5pp |
| Employer contribution / active EE | $4,252 | $5,856-27.4% | $5,143-17.3% | $4,762-10.7% |
| Participant deferral / active EE | $9,497 | $5,948+59.7% | $5,198+82.7% | $5,850+62.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |