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 | $130,369 | $105,998+23.0% | $92,233+41.3% | $147,584-11.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.75% | 50.05%-43.3pp | 176.28%-169.5pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,600 | $4,333-63.1% | $3,679-56.5% | $4,876-67.2% |
| Participant deferral / active EE | $8,000 | $4,478+78.7% | $3,897+105.3% | $5,439+47.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |