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 7-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 | $168,768 | $90,348+86.8% | $75,972+122.1% | $145,922+15.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 6.45% | 620.88%-614.4pp | 359.55%-353.1pp | 561.29%-554.8pp |
| Employer contribution / active EE | $17,500 | $3,311+428.5% | $2,685+551.8% | $4,660+275.6% |
| Participant deferral / active EE | $18,500 | $5,162+258.4% | $4,255+334.7% | $6,688+176.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |