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 | $123,195 | $158,817-22.4% | $121,196+1.6% | $135,375-9.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -10.35% | -0.64%-9.7pp | 16.93%-27.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $19,319 | $5,665+241.0% | $4,022+380.4% | $4,779+304.3% |
| Participant deferral / active EE | $11,588 | $4,005+189.3% | $3,344+246.5% | $5,609+106.6% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |