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 9-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 | $76,801 | $144,119-46.7% | $117,854-34.8% | $147,584-48.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.18% | 531.15%-523.0pp | 335.08%-326.9pp | 578.55%-570.4pp |
| Employer contribution / active EE | $3,127 | $4,896-36.1% | $3,786-17.4% | $4,876-35.9% |
| Participant deferral / active EE | $24,000 | $5,316+351.5% | $4,482+435.5% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |