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 | $244,160 | $167,484+45.8% | $151,611+61.0% | $134,475+81.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -38.14% | 7.80%-45.9pp | 3.33%-41.5pp | 417.96%-456.1pp |
| Employer contribution / active EE | $11,473 | $6,829+68.0% | $6,166+86.1% | $4,740+142.1% |
| Participant deferral / active EE | $17,925 | $8,986+99.5% | $8,363+114.3% | $6,400+180.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |