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 | $135,291 | $99,079+36.5% | $77,999+73.5% | $273,961-50.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 0.14% | 217.93%-217.8pp | 425.96%-425.8pp | 41.45%-41.3pp |
| Employer contribution / active EE | $9,508 | $3,308+187.5% | $2,470+284.9% | $4,869+95.3% |
| Participant deferral / active EE | $2,172 | $4,306-49.6% | $3,497-37.9% | $5,287-58.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |