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 9-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 | $91,439 | $84,402+8.3% | $61,373+49.0% | $134,475-32.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -25.16% | 584.55%-609.7pp | 338.61%-363.8pp | 417.96%-443.1pp |
| Employer contribution / active EE | $2,463 | $1,544+59.5% | $1,159+112.4% | $4,740-48.0% |
| Participant deferral / active EE | $17,567 | $2,819+523.2% | $2,125+726.7% | $6,400+174.5% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |