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 9-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 | $170,663 | $202,432-15.7% | $169,368+0.8% | $139,434+22.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.12% | 531.74%-531.6pp | 405.60%-405.5pp | 372.94%-372.8pp |
| Employer contribution / active EE | $2,910 | $4,692-38.0% | $4,013-27.5% | $4,751-38.7% |
| Participant deferral / active EE | $26,750 | $6,938+285.6% | $6,221+330.0% | $6,710+298.6% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |