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 | $126,222 | $165,335-23.7% | $149,696-15.7% | $158,922-20.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -10.09% | 348.15%-358.2pp | 276.60%-286.7pp | 302.83%-312.9pp |
| Employer contribution / active EE | $8,791 | $5,103+72.3% | $4,644+89.3% | $4,761+84.6% |
| Participant deferral / active EE | $16,009 | $7,181+122.9% | $6,842+134.0% | $5,982+167.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |