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 | $185,994 | $138,044+34.7% | $125,339+48.4% | $134,475+38.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.90% | 750.33%-774.2pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $2,341 | $5,243-55.4% | $4,814-51.4% | $4,740-50.6% |
| Participant deferral / active EE | $9,672 | $7,799+24.0% | $7,446+29.9% | $6,400+51.1% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |