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 | $115,075 | $168,632-31.8% | $147,614-22.0% | $125,391-8.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.43% | 77.65%-85.1pp | 61.98%-69.4pp | 282.22%-289.7pp |
| Employer contribution / active EE | $1,531 | $6,252-75.5% | $5,564-72.5% | $4,866-68.5% |
| Participant deferral / active EE | $15,433 | $5,507+180.3% | $4,895+215.3% | $5,352+188.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |