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 | $107,782 | $168,632-36.1% | $147,614-27.0% | $125,391-14.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.55% | 77.65%-83.2pp | 61.98%-67.5pp | 282.22%-287.8pp |
| Employer contribution / active EE | $11,266 | $6,252+80.2% | $5,564+102.5% | $4,866+131.5% |
| Participant deferral / active EE | $8,625 | $5,507+56.6% | $4,895+76.2% | $5,352+61.2% |
| Admin fee / account holder | $147 | $13,580-98.9% | $11,611-98.7% | $9,540-98.5% |