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 | $47,198 | $150,440-68.6% | $136,294-65.4% | $147,584-68.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.41% | 1049.08%-1042.7pp | 5155.94%-5149.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $14,166 | $5,256+169.5% | $4,695+201.7% | $4,876+190.5% |
| Participant deferral / active EE | $8,444 | $6,630+27.4% | $6,247+35.2% | $5,439+55.3% |
| Admin fee / account holder | $48 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |