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 5-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 | $164,423 | $150,187+9.5% | $120,354+36.6% | $145,922+12.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.89% | 154.07%-146.2pp | 107.15%-99.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $16,854 | $4,348+287.6% | $3,463+386.7% | $4,660+261.7% |
| Participant deferral / active EE | $22,933 | $6,173+271.5% | $4,991+359.5% | $6,688+242.9% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |