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 | $48,430 | $160,055-69.7% | $140,016-65.4% | $135,375-64.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.96% | 911.38%-921.3pp | 651.12%-661.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,519 | $6,420-60.8% | $5,606-55.1% | $4,779-47.3% |
| Participant deferral / active EE | $3,709 | $7,642-51.5% | $6,927-46.5% | $5,609-33.9% |
| Admin fee / account holder | $48 | $13,328-99.6% | $10,705-99.6% | $10,827-99.6% |