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 | $165,928 | $138,065+20.2% | $123,544+34.3% | $135,375+22.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.68% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $5,467 | $5,151+6.1% | $4,628+18.1% | $4,779+14.4% |
| Participant deferral / active EE | $10,615 | $6,799+56.1% | $6,426+65.2% | $5,609+89.3% |
| Admin fee / account holder | $32 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |