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 | $123,744 | $100,852+22.7% | $90,404+36.9% | $158,922-22.1% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | -9.80% | 1724.20%-1734.0pp | 1293.02%-1302.8pp | 302.83%-312.6pp |
| Employer contribution / active EE | $1,919 | $3,689-48.0% | $3,262-41.2% | $4,761-59.7% |
| Participant deferral / active EE | $4,135 | $4,348-4.9% | $3,963+4.3% | $5,982-30.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |