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 | $150,238 | $180,449-16.7% | $154,107-2.5% | $135,375+11.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -11.01% | 888.09%-899.1pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $3,781 | $6,035-37.3% | $5,298-28.6% | $4,779-20.9% |
| Participant deferral / active EE | $6,124 | $5,806+5.5% | $5,081+20.5% | $5,609+9.2% |
| Admin fee / account holder | $211 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |