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 | $151,269 | $109,817+37.7% | $98,442+53.7% | $167,490-9.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.58% | 1956.69%-1948.1pp | 1492.73%-1484.1pp | 478.56%-470.0pp |
| Employer contribution / active EE | $6,164 | $3,224+91.2% | $2,960+108.3% | $4,837+27.4% |
| Participant deferral / active EE | $901 | $4,673-80.7% | $4,276-78.9% | $6,341-85.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |