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 | $87,992 | $74,888+17.5% | $71,209+23.6% | $142,382-38.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.49% | 345.14%-340.7pp | 282.51%-278.0pp | 217.08%-212.6pp |
| Employer contribution / active EE | $6,638 | $2,854+132.6% | $2,721+144.0% | $4,299+54.4% |
| Participant deferral / active EE | $7,357 | $4,454+65.2% | $4,175+76.2% | $6,507+13.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |