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 | $205,526 | $95,862+114.4% | $79,550+158.4% | $134,475+52.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -32.17% | -2.69%-29.5pp | 0.16%-32.3pp | 417.96%-450.1pp |
| Employer contribution / active EE | $11,686 | $3,128+273.6% | $2,413+384.3% | $4,740+146.5% |
| Participant deferral / active EE | $4,999 | $4,693+6.5% | $3,985+25.4% | $6,400-21.9% |
| Admin fee / account holder | $288 | $9,126-96.8% | $6,832-95.8% | $11,426-97.5% |