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 | $206,628 | $138,044+49.7% | $125,339+64.9% | $134,475+53.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.30% | 750.33%-776.6pp | 572.05%-598.4pp | 417.96%-444.3pp |
| Employer contribution / active EE | $23,582 | $5,243+349.7% | $4,814+389.9% | $4,740+397.5% |
| Participant deferral / active EE | $11,404 | $7,799+46.2% | $7,446+53.1% | $6,400+78.2% |
| Admin fee / account holder | $19 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |