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 | $187,328 | $160,055+17.0% | $140,016+33.8% | $135,375+38.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.32% | 911.38%-920.7pp | 651.12%-660.4pp | 519.73%-529.1pp |
| Employer contribution / active EE | $6,904 | $6,420+7.5% | $5,606+23.1% | $4,779+44.5% |
| Participant deferral / active EE | $15,050 | $7,642+96.9% | $6,927+117.3% | $5,609+168.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |