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 | $163,417 | $190,805-14.4% | $159,960+2.2% | $134,475+21.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.90% | 552.23%-574.1pp | 408.60%-430.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $21,333 | $4,995+327.1% | $4,226+404.8% | $4,740+350.1% |
| Participant deferral / active EE | $9,867 | $6,923+42.5% | $6,182+59.6% | $6,400+54.2% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |