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 | $192,213 | $168,632+14.0% | $147,614+30.2% | $125,391+53.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -11.56% | 77.65%-89.2pp | 61.98%-73.5pp | 282.22%-293.8pp |
| Employer contribution / active EE | $8,026 | $6,252+28.4% | $5,564+44.2% | $4,866+64.9% |
| Participant deferral / active EE | $7,754 | $5,507+40.8% | $4,895+58.4% | $5,352+44.9% |
| Admin fee / account holder | $93 | $13,580-99.3% | $11,611-99.2% | $9,540-99.0% |