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 | $116,520 | $85,790+35.8% | $67,313+73.1% | $135,375-13.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.72% | -0.54%-10.2pp | -4.08%-6.6pp | 519.73%-530.5pp |
| Employer contribution / active EE | $15,000 | $3,487+330.1% | $2,566+484.7% | $4,779+213.9% |
| Participant deferral / active EE | $9,250 | $4,651+98.9% | $3,568+159.2% | $5,609+64.9% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |