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 | $114,251 | $100,852+13.3% | $90,404+26.4% | $158,922-28.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.14% | 1724.20%-1724.1pp | 1293.02%-1292.9pp | 302.83%-302.7pp |
| Employer contribution / active EE | $2,424 | $3,689-34.3% | $3,262-25.7% | $4,761-49.1% |
| Participant deferral / active EE | $9,750 | $4,348+124.3% | $3,963+146.0% | $5,982+63.0% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |