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 | $134,207 | $96,635+38.9% | $86,612+55.0% | $139,434-3.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 2.96% | 106.41%-103.5pp | 591.07%-588.1pp | 372.94%-370.0pp |
| Employer contribution / active EE | $12,303 | $3,263+277.0% | $3,022+307.0% | $4,751+159.0% |
| Participant deferral / active EE | $7,398 | $4,836+53.0% | $4,438+66.7% | $6,710+10.2% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |