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 | $97,970 | $99,020-1.1% | $86,590+13.1% | $147,584-33.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.36% | 1312.34%-1304.0pp | 964.84%-956.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $4,710 | $3,132+50.4% | $2,839+65.9% | $4,876-3.4% |
| Participant deferral / active EE | $6,953 | $3,972+75.0% | $3,609+92.7% | $5,439+27.8% |
| Admin fee / account holder | $114 | $5,710-98.0% | $4,906-97.7% | $10,885-99.0% |