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 | $228,177 | $95,862+138.0% | $79,550+186.8% | $134,475+69.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.27% | -2.69%-18.6pp | 0.16%-21.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $6,063 | $3,128+93.8% | $2,413+151.2% | $4,740+27.9% |
| Participant deferral / active EE | $8,278 | $4,693+76.4% | $3,985+107.7% | $6,400+29.3% |
| Admin fee / account holder | $24 | $9,126-99.7% | $6,832-99.7% | $11,426-99.8% |