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 | $116,644 | $202,318-42.3% | $172,739-32.5% | $152,861-23.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.74% | 1029.65%-1025.9pp | 802.84%-799.1pp | 345.32%-341.6pp |
| Employer contribution / active EE | $2,909 | $5,856-50.3% | $5,143-43.4% | $4,762-38.9% |
| Participant deferral / active EE | $11,000 | $5,948+84.9% | $5,198+111.6% | $5,850+88.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |