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 | $93,543 | $74,888+24.9% | $71,209+31.4% | $142,382-34.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.89% | 345.14%-335.3pp | 282.51%-272.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,006 | $2,854-64.7% | $2,721-63.0% | $4,299-76.6% |
| Participant deferral / active EE | $14,250 | $4,454+219.9% | $4,175+241.3% | $6,507+119.0% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |