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 | $195,103 | $107,334+81.8% | $92,893+110.0% | $152,861+27.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -12.23% | 145.58%-157.8pp | 109.41%-121.6pp | 345.32%-357.5pp |
| Employer contribution / active EE | $5,111 | $4,221+21.1% | $3,653+39.9% | $4,762+7.3% |
| Participant deferral / active EE | $6,185 | $4,845+27.7% | $4,236+46.0% | $5,850+5.7% |
| Admin fee / account holder | $33 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |