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 | $107,610 | $109,817-2.0% | $98,442+9.3% | $167,490-35.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 6.91% | 1956.69%-1949.8pp | 1492.73%-1485.8pp | 478.56%-471.6pp |
| Employer contribution / active EE | $692 | $3,224-78.5% | $2,960-76.6% | $4,837-85.7% |
| Participant deferral / active EE | $5,317 | $4,673+13.8% | $4,276+24.3% | $6,341-16.2% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |