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 8-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 | $38,311 | $159,901-76.0% | $146,958-73.9% | $145,922-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.42% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $9,998 | $5,286+89.1% | $4,933+102.7% | $4,660+114.6% |
| Participant deferral / active EE | $9,998 | $8,428+18.6% | $8,070+23.9% | $6,688+49.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |