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 | $202,286 | $95,862+111.0% | $79,550+154.3% | $134,475+50.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -20.69% | -2.69%-18.0pp | 0.16%-20.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $983 | $3,128-68.6% | $2,413-59.3% | $4,740-79.3% |
| Participant deferral / active EE | $5,669 | $4,693+20.8% | $3,985+42.3% | $6,400-11.4% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |