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 | $184,551 | $142,344+29.7% | $119,609+54.3% | $134,475+37.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.55% | -12.44%-12.1pp | -14.97%-9.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $8,586 | $5,222+64.4% | $4,232+102.9% | $4,740+81.1% |
| Participant deferral / active EE | $6,608 | $6,469+2.1% | $5,602+18.0% | $6,400+3.2% |
| Admin fee / account holder | $189 | $13,584-98.6% | $10,323-98.2% | $11,426-98.3% |