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 | $105,972 | $168,632-37.2% | $147,614-28.2% | $125,391-15.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -10.65% | 77.65%-88.3pp | 61.98%-72.6pp | 282.22%-292.9pp |
| Employer contribution / active EE | $9,866 | $6,252+57.8% | $5,564+77.3% | $4,866+102.8% |
| Participant deferral / active EE | $6,440 | $5,507+16.9% | $4,895+31.5% | $5,352+20.3% |
| Admin fee / account holder | $166 | $13,580-98.8% | $11,611-98.6% | $9,540-98.3% |