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 | $100,314 | $165,335-39.3% | $149,696-33.0% | $158,922-36.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -3.89% | 348.15%-352.0pp | 276.60%-280.5pp | 302.83%-306.7pp |
| Employer contribution / active EE | $7,078 | $5,103+38.7% | $4,644+52.4% | $4,761+48.7% |
| Participant deferral / active EE | $14,495 | $7,181+101.8% | $6,842+111.9% | $5,982+142.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |