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 | $133,587 | $88,751+50.5% | $81,812+63.3% | $145,922-8.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 5.02% | 1025.40%-1020.4pp | 773.79%-768.8pp | 561.29%-556.3pp |
| Employer contribution / active EE | $3,076 | $3,083-0.2% | $2,912+5.6% | $4,660-34.0% |
| Participant deferral / active EE | $6,935 | $4,643+49.4% | $4,319+60.6% | $6,688+3.7% |
| Admin fee / account holder | $145 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |