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 | $116,336 | $209,411-44.4% | $178,490-34.8% | $158,922-26.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.30% | 188.75%-188.4pp | 151.07%-150.8pp | 302.83%-302.5pp |
| Employer contribution / active EE | $9,434 | $5,706+65.3% | $5,011+88.3% | $4,761+98.2% |
| Participant deferral / active EE | $13,187 | $5,954+121.5% | $5,202+153.5% | $5,982+120.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |