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 | $112,356 | $180,449-37.7% | $154,107-27.1% | $135,375-17.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.03% | 888.09%-897.1pp | 735.12%-744.1pp | 519.73%-528.8pp |
| Employer contribution / active EE | $5,050 | $6,035-16.3% | $5,298-4.7% | $4,779+5.7% |
| Participant deferral / active EE | $15,900 | $5,806+173.9% | $5,081+213.0% | $5,609+183.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |