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 | $131,568 | $171,865-23.4% | $149,718-12.1% | $147,584-10.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.18% | 2113.22%-2109.0pp | 1501.63%-1497.4pp | 578.55%-574.4pp |
| Employer contribution / active EE | $19,662 | $6,275+213.3% | $5,445+261.1% | $4,876+303.2% |
| Participant deferral / active EE | $6,554 | $7,271-9.9% | $6,569-0.2% | $5,439+20.5% |
| Admin fee / account holder | $281 | $13,799-98.0% | $11,283-97.5% | $10,885-97.4% |