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 | $217,857 | $167,307+30.2% | $143,757+51.5% | $134,475+62.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.96% | 0.46%-26.4pp | -0.04%-25.9pp | 417.96%-443.9pp |
| Employer contribution / active EE | $21,619 | $5,619+284.7% | $4,951+336.7% | $4,740+356.1% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |