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 | $33,140 | $168,632-80.3% | $147,614-77.5% | $125,391-73.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -12.63% | 77.65%-90.3pp | 61.98%-74.6pp | 282.22%-294.9pp |
| Employer contribution / active EE | $7,280 | $6,252+16.4% | $5,564+30.8% | $4,866+49.6% |
| Participant deferral / active EE | $10,450 | $5,507+89.8% | $4,895+113.5% | $5,352+95.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |