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 | $78,690 | $150,440-47.7% | $136,294-42.3% | $147,584-46.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.36% | 1049.08%-1039.7pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $11,357 | $5,256+116.1% | $4,695+141.9% | $4,876+132.9% |
| Participant deferral / active EE | $7,700 | $6,630+16.1% | $6,247+23.3% | $5,439+41.6% |
| Admin fee / account holder | $273 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |