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 | $218,707 | $109,327+100.0% | $89,391+144.7% | $158,922+37.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -1.80% | 345.68%-347.5pp | 245.62%-247.4pp | 302.83%-304.6pp |
| Employer contribution / active EE | $1,269 | $3,170-60.0% | $2,586-50.9% | $4,761-73.4% |
| Participant deferral / active EE | $23,833 | $4,598+418.3% | $3,890+512.7% | $5,982+298.4% |
| Admin fee / account holder | $13 | $6,153-99.8% | $4,881-99.7% | $11,246-99.9% |