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 | $179,479 | $127,386+40.9% | $115,037+56.0% | $125,391+43.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -21.25% | 31.28%-52.5pp | 26.14%-47.4pp | 282.22%-303.5pp |
| Employer contribution / active EE | $19,406 | $5,166+275.6% | $4,608+321.1% | $4,866+298.8% |
| Participant deferral / active EE | $9,000 | $6,423+40.1% | $6,026+49.3% | $5,352+68.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |