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 | $139,675 | $79,171+76.4% | $102,423+36.4% | $74,495+87.5% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.8pp | 67.2%+32.0pp |
| Annual return | -4.15% | 54.93%-59.1pp | 29.32%-33.5pp | 1364.94%-1369.1pp |
| Employer contribution / active EE | $15,343 | $2,362+549.5% | $3,023+407.5% | $2,623+484.9% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |