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 | $217,801 | $190,805+14.1% | $159,960+36.2% | $134,475+62.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.68% | 552.23%-578.9pp | 408.60%-435.3pp | 417.96%-444.6pp |
| Employer contribution / active EE | $3,220 | $4,995-35.5% | $4,226-23.8% | $4,740-32.1% |
| Participant deferral / active EE | $19,500 | $6,923+181.7% | $6,182+215.4% | $6,400+204.7% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |