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 | $163,910 | $138,065+18.7% | $123,544+32.7% | $135,375+21.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.88% | 153.68%-174.6pp | 119.20%-140.1pp | 519.73%-540.6pp |
| Employer contribution / active EE | $29,000 | $5,151+463.0% | $4,628+526.7% | $4,779+506.9% |
| Participant deferral / active EE | $11,417 | $6,799+67.9% | $6,426+77.7% | $5,609+103.6% |
| Admin fee / account holder | -$156 | $10,916-101.4% | $9,284-101.7% | $10,827-101.4% |