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 | $201,530 | $197,825+1.9% | $155,790+29.4% | $125,391+60.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.61% | 86.74%-91.4pp | 71.54%-76.2pp | 282.22%-286.8pp |
| Employer contribution / active EE | $25,339 | $4,847+422.8% | $3,836+560.5% | $4,866+420.7% |
| Participant deferral / active EE | $20,889 | $5,630+271.0% | $4,797+335.5% | $5,352+290.3% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |