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 | $107,035 | $140,578-23.9% | $100,671+6.3% | $125,391-14.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -7.86% | 24.67%-32.5pp | 20.43%-28.3pp | 282.22%-290.1pp |
| Employer contribution / active EE | $7,500 | $5,965+25.7% | $4,012+86.9% | $4,866+54.1% |
| Participant deferral / active EE | $4,500 | $3,981+13.0% | $3,144+43.1% | $5,352-15.9% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |