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 | $166,000 | $167,484-0.9% | $151,611+9.5% | $134,475+23.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -36.71% | 7.80%-44.5pp | 3.33%-40.0pp | 417.96%-454.7pp |
| Employer contribution / active EE | $32,825 | $6,829+380.7% | $6,166+432.4% | $4,740+592.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $22 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |