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 | $111,045 | $198,466-44.0% | $170,442-34.8% | $147,584-24.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -0.51% | 257.29%-257.8pp | 205.93%-206.4pp | 578.55%-579.1pp |
| Employer contribution / active EE | $6,955 | $6,184+12.5% | $5,433+28.0% | $4,876+42.6% |
| Participant deferral / active EE | $3,489 | $5,629-38.0% | $4,939-29.4% | $5,439-35.8% |
| Admin fee / account holder | $148 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |