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 | $129,053 | $150,440-14.2% | $136,294-5.3% | $147,584-12.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.09% | 1049.08%-1047.0pp | 5155.94%-5153.8pp | 578.55%-576.5pp |
| Employer contribution / active EE | $14,554 | $5,256+176.9% | $4,695+209.9% | $4,876+198.5% |
| Participant deferral / active EE | $9,723 | $6,630+46.6% | $6,247+55.6% | $5,439+78.8% |
| Admin fee / account holder | $252 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |