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 | $189,172 | $138,044+37.0% | $125,339+50.9% | $134,475+40.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.34% | 750.33%-777.7pp | 572.05%-599.4pp | 417.96%-445.3pp |
| Employer contribution / active EE | $7,811 | $5,243+49.0% | $4,814+62.3% | $4,740+64.8% |
| Participant deferral / active EE | $8,671 | $7,799+11.2% | $7,446+16.4% | $6,400+35.5% |
| Admin fee / account holder | $25 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |