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 | $37,777 | $202,318-81.3% | $172,739-78.1% | $152,861-75.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -7.13% | 1029.65%-1036.8pp | 802.84%-810.0pp | 345.32%-352.4pp |
| Employer contribution / active EE | $1,938 | $5,856-66.9% | $5,143-62.3% | $4,762-59.3% |
| Participant deferral / active EE | $6,167 | $5,948+3.7% | $5,198+18.6% | $5,850+5.4% |
| Admin fee / account holder | $17 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |