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 | $100,763 | $202,318-50.2% | $172,739-41.7% | $152,861-34.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.57% | 1029.65%-1026.1pp | 802.84%-799.3pp | 345.32%-341.7pp |
| Employer contribution / active EE | $12,908 | $5,856+120.4% | $5,143+151.0% | $4,762+171.0% |
| Participant deferral / active EE | $4,881 | $5,948-17.9% | $5,198-6.1% | $5,850-16.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |