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 | $145,236 | $127,386+14.0% | $115,037+26.3% | $125,391+15.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.50% | 31.28%-40.8pp | 26.14%-35.6pp | 282.22%-291.7pp |
| Employer contribution / active EE | $19,563 | $5,166+278.7% | $4,608+324.6% | $4,866+302.0% |
| Participant deferral / active EE | $10,256 | $6,423+59.7% | $6,026+70.2% | $5,352+91.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |