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 | $104,490 | $100,852+3.6% | $90,404+15.6% | $158,922-34.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.57% | 1724.20%-1719.6pp | 1293.02%-1288.4pp | 302.83%-298.3pp |
| Employer contribution / active EE | $16,304 | $3,689+342.0% | $3,262+399.8% | $4,761+242.4% |
| Participant deferral / active EE | $16,567 | $4,348+281.0% | $3,963+318.0% | $5,982+176.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |