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 | $101,405 | $138,065-26.6% | $123,544-17.9% | $135,375-25.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.20% | 153.68%-164.9pp | 119.20%-130.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $6,195 | $5,151+20.3% | $4,628+33.9% | $4,779+29.6% |
| Participant deferral / active EE | $17,520 | $6,799+157.7% | $6,426+172.7% | $5,609+212.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |