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 | $237,584 | $165,335+43.7% | $149,696+58.7% | $158,922+49.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -23.81% | 348.15%-372.0pp | 276.60%-300.4pp | 302.83%-326.6pp |
| Employer contribution / active EE | $30,508 | $5,103+497.9% | $4,644+556.9% | $4,761+540.8% |
| Participant deferral / active EE | $13,770 | $7,181+91.8% | $6,842+101.3% | $5,982+130.2% |
| Admin fee / account holder | $45 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |