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 | $105,734 | $72,400+46.0% | $67,502+56.6% | $145,922-27.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 5.08% | 7182.46%-7177.4pp | 3512.12%-3507.0pp | 561.29%-556.2pp |
| Employer contribution / active EE | $3,096 | $3,069+0.9% | $2,731+13.4% | $4,660-33.6% |
| Participant deferral / active EE | $13,009 | $4,783+172.0% | $4,000+225.2% | $6,688+94.5% |
| Admin fee / account holder | $58 | $5,539-99.0% | $3,998-98.6% | $13,397-99.6% |