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 | $146,937 | $111,754+31.5% | $103,333+42.2% | $145,922+0.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.77% | 24.77%-21.0pp | 24.88%-21.1pp | 561.29%-557.5pp |
| Employer contribution / active EE | $2,375 | $4,212-43.6% | $3,868-38.6% | $4,660-49.0% |
| Participant deferral / active EE | $2,375 | $5,619-57.7% | $5,057-53.0% | $6,688-64.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |