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 | $92,543 | $138,065-33.0% | $123,544-25.1% | $135,375-31.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -11.72% | 153.68%-165.4pp | 119.20%-130.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $18,647 | $5,151+262.0% | $4,628+302.9% | $4,779+290.2% |
| Participant deferral / active EE | $18,500 | $6,799+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |