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 | $54,220 | $104,907-48.3% | $84,611-35.9% | $152,861-64.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 7.91% | 373.79%-365.9pp | 258.74%-250.8pp | 345.32%-337.4pp |
| Employer contribution / active EE | $7,934 | $3,302+140.3% | $2,652+199.2% | $4,762+66.6% |
| Participant deferral / active EE | $14,065 | $4,688+200.0% | $3,899+260.8% | $5,850+140.4% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |