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 | $218,929 | $210,648+3.9% | $177,989+23.0% | $145,922+50.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.88% | 385.86%-382.0pp | 294.48%-290.6pp | 561.29%-557.4pp |
| Employer contribution / active EE | $12,650 | $4,565+177.1% | $3,949+220.4% | $4,660+171.5% |
| Participant deferral / active EE | $29,000 | $6,958+316.8% | $6,276+362.1% | $6,688+333.6% |
| Admin fee / account holder | $26 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |