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 7-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 | $187,447 | $210,648-11.0% | $177,989+5.3% | $145,922+28.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -10.58% | 385.86%-396.4pp | 294.48%-305.1pp | 561.29%-571.9pp |
| Employer contribution / active EE | $10,938 | $4,565+139.6% | $3,949+177.0% | $4,660+134.7% |
| Participant deferral / active EE | $23,000 | $6,958+230.6% | $6,276+266.5% | $6,688+243.9% |
| Admin fee / account holder | $105 | $12,013-99.1% | $10,363-99.0% | $13,397-99.2% |