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 | $186,747 | $111,754+67.1% | $103,333+80.7% | $145,922+28.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -12.46% | 24.77%-37.2pp | 24.88%-37.3pp | 561.29%-573.7pp |
| Employer contribution / active EE | $3,419 | $4,212-18.8% | $3,868-11.6% | $4,660-26.6% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $113 | $9,750-98.8% | $8,355-98.6% | $13,397-99.2% |