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 | $97,704 | $94,529+3.4% | $140,016-30.2% | $64,186+52.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.32% | 7.77%-16.1pp | 651.12%-659.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,976 | $3,812+30.5% | $5,606-11.2% | $2,381+109.0% |
| Participant deferral / active EE | $4,338 | $5,250-17.4% | $6,927-37.4% | $3,470+25.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |