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 | $115,916 | $190,805-39.2% | $159,960-27.5% | $134,475-13.8% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -22.57% | 552.23%-574.8pp | 408.60%-431.2pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,598 | $4,995-48.0% | $4,226-38.5% | $4,740-45.2% |
| Participant deferral / active EE | $10,041 | $6,923+45.0% | $6,182+62.4% | $6,400+56.9% |
| Admin fee / account holder | $150 | $10,471-98.6% | $8,698-98.3% | $11,426-98.7% |