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 | $216,697 | $102,966+110.5% | $90,281+140.0% | $152,861+41.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 3.71% | 95.16%-91.5pp | 78.10%-74.4pp | 345.32%-341.6pp |
| Employer contribution / active EE | $8,088 | $3,139+157.7% | $2,854+183.4% | $4,762+69.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $26 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |