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 | $114,168 | $100,773+13.3% | $88,946+28.4% | $142,382-19.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.32% | 70.18%-61.9pp | 57.82%-49.5pp | 217.08%-208.8pp |
| Employer contribution / active EE | $11,627 | $2,918+298.5% | $2,555+355.1% | $4,299+170.4% |
| Participant deferral / active EE | $8,157 | $5,230+56.0% | $4,581+78.1% | $6,507+25.4% |
| Admin fee / account holder | $5 | $9,693-99.9% | $8,261-99.9% | $12,624-100.0% |