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 | $129,815 | $135,635-4.3% | $110,238+17.8% | $135,375-4.1% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -11.14% | 513.19%-524.3pp | 314.74%-325.9pp | 519.73%-530.9pp |
| Employer contribution / active EE | $7,942 | $4,906+61.9% | $3,826+107.6% | $4,779+66.2% |
| Participant deferral / active EE | $5,078 | $5,506-7.8% | $4,672+8.7% | $5,609-9.5% |
| Admin fee / account holder | $10 | $11,457-99.9% | $8,547-99.9% | $10,827-99.9% |