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 | $118,752 | $171,865-30.9% | $149,718-20.7% | $147,584-19.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.91% | 2113.22%-2109.3pp | 1501.63%-1497.7pp | 578.55%-574.6pp |
| Employer contribution / active EE | $2,821 | $6,275-55.0% | $5,445-48.2% | $4,876-42.2% |
| Participant deferral / active EE | $13,408 | $7,271+84.4% | $6,569+104.1% | $5,439+146.5% |
| Admin fee / account holder | $4 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |