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 | $195,988 | $111,724+75.4% | $93,606+109.4% | $145,922+34.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.63% | 202.98%-200.4pp | 133.20%-130.6pp | 561.29%-558.7pp |
| Employer contribution / active EE | $4,095 | $3,090+32.5% | $2,420+69.2% | $4,660-12.1% |
| Participant deferral / active EE | $5,771 | $4,912+17.5% | $4,411+30.8% | $6,688-13.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |