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 | $145,278 | $197,591-26.5% | $177,821-18.3% | $158,922-8.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -20.73% | 58.76%-79.5pp | 48.32%-69.1pp | 302.83%-323.6pp |
| Employer contribution / active EE | $9,325 | $6,697+39.2% | $5,918+57.6% | $4,761+95.8% |
| Participant deferral / active EE | $16,150 | $8,405+92.2% | $7,714+109.4% | $5,982+170.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |