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 | $81,903 | $138,065-40.7% | $123,544-33.7% | $135,375-39.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.04% | 153.68%-164.7pp | 119.20%-130.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $3,636 | $5,151-29.4% | $4,628-21.4% | $4,779-23.9% |
| Participant deferral / active EE | $7,963 | $6,799+17.1% | $6,426+23.9% | $5,609+42.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |