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 | $218,802 | $105,998+106.4% | $92,233+137.2% | $147,584+48.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.76% | 50.05%-42.3pp | 176.28%-168.5pp | 578.55%-570.8pp |
| Employer contribution / active EE | $7,090 | $4,333+63.6% | $3,679+92.7% | $4,876+45.4% |
| Participant deferral / active EE | $10,880 | $4,478+143.0% | $3,897+179.2% | $5,439+100.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |