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 | $178,626 | $211,958-15.7% | $169,463+5.4% | $135,375+31.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.54% | 3.26%-13.8pp | 1.83%-12.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $15,901 | $5,120+210.6% | $4,159+282.3% | $4,779+232.7% |
| Participant deferral / active EE | $16,733 | $6,075+175.4% | $5,277+217.1% | $5,609+198.3% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |