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 | $125,969 | $82,286+53.1% | $68,791+83.1% | $134,475-6.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.93% | -2.19%-22.7pp | -6.38%-18.6pp | 417.96%-442.9pp |
| Employer contribution / active EE | $19,058 | $3,301+477.4% | $2,655+617.8% | $4,740+302.1% |
| Participant deferral / active EE | $20,757 | $4,739+338.0% | $3,941+426.7% | $6,400+224.3% |
| Admin fee / account holder | $8 | $6,481-99.9% | $4,932-99.8% | $11,426-99.9% |