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 | $50,446 | $171,865-70.6% | $149,718-66.3% | $147,584-65.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.68% | 2113.22%-2104.5pp | 1501.63%-1492.9pp | 578.55%-569.9pp |
| Employer contribution / active EE | $14,284 | $6,275+127.6% | $5,445+162.3% | $4,876+192.9% |
| Participant deferral / active EE | $18,500 | $7,271+154.4% | $6,569+181.6% | $5,439+240.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |