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 | $242,165 | $127,100+90.5% | $105,738+129.0% | $135,375+78.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -10.67% | 4.49%-15.2pp | 6.27%-16.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,424 | $4,107-16.6% | $3,268+4.8% | $4,779-28.3% |
| Participant deferral / active EE | $10,000 | $5,064+97.5% | $4,080+145.1% | $5,609+78.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |