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 | $207,662 | $99,640+108.4% | $86,436+140.3% | $134,475+54.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -35.71% | 6782.58%-6818.3pp | 4394.89%-4430.6pp | 417.96%-453.7pp |
| Employer contribution / active EE | $9,726 | $4,400+121.0% | $3,769+158.1% | $4,740+105.2% |
| Participant deferral / active EE | $8,294 | $7,246+14.5% | $6,952+19.3% | $6,400+29.6% |
| Admin fee / account holder | $63 | $8,371-99.2% | $6,731-99.1% | $11,426-99.4% |