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 | $174,484 | $168,632+3.5% | $147,614+18.2% | $125,391+39.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.38% | 77.65%-83.0pp | 61.98%-67.4pp | 282.22%-287.6pp |
| Employer contribution / active EE | $7,868 | $6,252+25.8% | $5,564+41.4% | $4,866+61.7% |
| Participant deferral / active EE | $6,538 | $5,507+18.7% | $4,895+33.6% | $5,352+22.2% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |