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 | $134,863 | $176,662-23.7% | $130,648+3.2% | $152,861-11.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 5.95% | 2692.24%-2686.3pp | 1708.96%-1703.0pp | 345.32%-339.4pp |
| Employer contribution / active EE | $4,863 | $5,742-15.3% | $4,092+18.9% | $4,762+2.1% |
| Participant deferral / active EE | $5,769 | $4,361+32.3% | $3,603+60.1% | $5,850-1.4% |
| Admin fee / account holder | $46 | $7,133-99.4% | $5,464-99.2% | $11,596-99.6% |