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 | $230,337 | $133,958+71.9% | $112,228+105.2% | $134,475+71.3% |
| Participation rate | 95.7% | 78.6%+17.1pp | 75.1%+20.6pp | 81.2%+14.4pp |
| Annual return | -21.66% | 47.11%-68.8pp | 27.45%-49.1pp | 417.96%-439.6pp |
| Employer contribution / active EE | $17,113 | $4,038+323.8% | $3,635+370.8% | $4,740+261.1% |
| Participant deferral / active EE | $18,884 | $5,291+256.9% | $4,728+299.4% | $6,400+195.1% |
| Admin fee / account holder | $59 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |