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 | $200,619 | $115,770+73.3% | $101,248+98.1% | $158,922+26.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.16% | 56.14%-51.0pp | 46.47%-41.3pp | 302.83%-297.7pp |
| Employer contribution / active EE | $4,684 | $4,175+12.2% | $3,660+28.0% | $4,761-1.6% |
| Participant deferral / active EE | $13,736 | $4,957+177.1% | $4,370+214.3% | $5,982+129.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |