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 | $133,992 | $112,881+18.7% | $90,951+47.3% | $158,922-15.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.89% | 215.79%-211.9pp | 134.60%-130.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,351 | $2,893-53.3% | $2,122-36.4% | $4,761-71.6% |
| Participant deferral / active EE | $1,489 | $4,128-63.9% | $3,373-55.9% | $5,982-75.1% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |