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 | $242,133 | $84,696+185.9% | $75,696+219.9% | $167,490+44.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 5.08% | 199.36%-194.3pp | 104.53%-99.5pp | 478.56%-473.5pp |
| Employer contribution / active EE | $7,113 | $3,230+120.3% | $2,743+159.4% | $4,837+47.0% |
| Participant deferral / active EE | $17,333 | $4,580+278.5% | $3,821+353.6% | $6,341+173.3% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |