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 3-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 | $218,579 | $169,032+29.3% | $129,207+69.2% | $145,922+49.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 6.84% | 14330.11%-14323.3pp | 9417.33%-9410.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $12,050 | $5,537+117.6% | $4,153+190.1% | $4,660+158.6% |
| Participant deferral / active EE | $13,375 | $4,987+168.2% | $4,168+220.9% | $6,688+100.0% |
| Admin fee / account holder | $17 | $9,954-99.8% | $7,715-99.8% | $13,397-99.9% |