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 6-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 | $149,216 | $138,044+8.1% | $125,339+19.1% | $134,475+11.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.48% | 750.33%-784.8pp | 572.05%-606.5pp | 417.96%-452.4pp |
| Employer contribution / active EE | $9,542 | $5,243+82.0% | $4,814+98.2% | $4,740+101.3% |
| Participant deferral / active EE | $10,796 | $7,799+38.4% | $7,446+45.0% | $6,400+68.7% |
| Admin fee / account holder | $50 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |