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 | $169,021 | $105,998+59.5% | $92,233+83.3% | $147,584+14.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.10% | 50.05%-40.9pp | 176.28%-167.2pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,055 | $4,333-75.7% | $3,679-71.3% | $4,876-78.4% |
| Participant deferral / active EE | $19,664 | $4,478+339.1% | $3,897+404.6% | $5,439+261.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |