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 | $241,172 | $74,888+222.0% | $71,209+238.7% | $142,382+69.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.76% | 345.14%-336.4pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $14,179 | $2,854+396.8% | $2,721+421.1% | $4,299+229.8% |
| Participant deferral / active EE | $5,875 | $4,454+31.9% | $4,175+40.7% | $6,507-9.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |