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 | $206,727 | $88,751+132.9% | $81,812+152.7% | $145,922+41.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.38% | 1025.40%-1016.0pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $3,216 | $3,083+4.3% | $2,912+10.4% | $4,660-31.0% |
| Participant deferral / active EE | $21,227 | $4,643+357.2% | $4,319+391.5% | $6,688+217.4% |
| Admin fee / account holder | $198 | $8,415-97.7% | $7,386-97.3% | $13,397-98.5% |