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 | $233,898 | $138,065+69.4% | $123,544+89.3% | $135,375+72.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.34% | 153.68%-169.0pp | 119.20%-134.5pp | 519.73%-535.1pp |
| Employer contribution / active EE | $6,833 | $5,151+32.6% | $4,628+47.7% | $4,779+43.0% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |