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 6-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 | $124,129 | $176,056-29.5% | $159,436-22.1% | $167,490-25.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.03% | 331.75%-331.7pp | 263.57%-263.5pp | 478.56%-478.5pp |
| Employer contribution / active EE | $19,250 | $5,297+263.4% | $4,829+298.6% | $4,837+297.9% |
| Participant deferral / active EE | $9,750 | $7,750+25.8% | $7,352+32.6% | $6,341+53.8% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |