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 | $100,530 | $232,540-56.8% | $185,117-45.7% | $147,584-31.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 3.29% | 43.03%-39.7pp | 40.50%-37.2pp | 578.55%-575.3pp |
| Employer contribution / active EE | $36,000 | $5,195+592.9% | $4,182+760.9% | $4,876+638.3% |
| Participant deferral / active EE | $18,000 | $5,834+208.6% | $5,045+256.8% | $5,439+231.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |