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 | $177,056 | $160,055+10.6% | $140,016+26.5% | $135,375+30.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.35% | 911.38%-921.7pp | 651.12%-661.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $9,201 | $6,420+43.3% | $5,606+64.1% | $4,779+92.5% |
| Participant deferral / active EE | $8,805 | $7,642+15.2% | $6,927+27.1% | $5,609+57.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |