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 7-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 | $174,029 | $104,907+65.9% | $84,611+105.7% | $152,861+13.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 9.75% | 373.79%-364.0pp | 258.74%-249.0pp | 345.32%-335.6pp |
| Employer contribution / active EE | $3,249 | $3,302-1.6% | $2,652+22.5% | $4,762-31.8% |
| Participant deferral / active EE | $25,000 | $4,688+433.3% | $3,899+541.2% | $5,850+327.3% |
| Admin fee / account holder | $120 | $6,241-98.1% | $4,912-97.6% | $11,596-99.0% |