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 9-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 | $138,787 | $110,261+25.9% | $95,745+45.0% | $139,434-0.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.93% | 27.11%-22.2pp | 28.35%-23.4pp | 372.94%-368.0pp |
| Employer contribution / active EE | $623 | $3,257-80.9% | $2,835-78.0% | $4,751-86.9% |
| Participant deferral / active EE | $1,247 | $4,676-73.3% | $4,245-70.6% | $6,710-81.4% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |