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 | $153,007 | $180,449-15.2% | $154,107-0.7% | $135,375+13.0% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -10.10% | 888.09%-898.2pp | 735.12%-745.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $14,501 | $6,035+140.3% | $5,298+173.7% | $4,779+203.5% |
| Participant deferral / active EE | $10,818 | $5,806+86.3% | $5,081+112.9% | $5,609+92.9% |
| Admin fee / account holder | $133 | $16,143-99.2% | $13,411-99.0% | $10,827-98.8% |