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 | $192,477 | $104,251+84.6% | $91,001+111.5% | $147,584+30.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | -21.18% | 27.06%-48.2pp | 4.60%-25.8pp | 578.55%-599.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,000 | $4,195-52.3% | $3,547-43.6% | $5,439-63.2% |
| Admin fee / account holder | $50 | $8,948-99.4% | $5,417-99.1% | $10,885-99.5% |