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 | $218,841 | $95,862+128.3% | $79,550+175.1% | $134,475+62.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.71% | -2.69%-22.0pp | 0.16%-24.9pp | 417.96%-442.7pp |
| Employer contribution / active EE | $7,501 | $3,128+139.8% | $2,413+210.8% | $4,740+58.3% |
| Participant deferral / active EE | $16,006 | $4,693+241.1% | $3,985+301.6% | $6,400+150.1% |
| Admin fee / account holder | $281 | $9,126-96.9% | $6,832-95.9% | $11,426-97.5% |