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 | $86,263 | $74,888+15.2% | $71,209+21.1% | $142,382-39.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.58% | 345.14%-335.6pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $15,872 | $2,854+456.1% | $2,721+483.3% | $4,299+269.2% |
| Participant deferral / active EE | $0 | $4,454-100.0% | $4,175-100.0% | $6,507-100.0% |
| Admin fee / account holder | $50 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |