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 | $35,155 | $180,449-80.5% | $154,107-77.2% | $135,375-74.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.33% | 888.09%-897.4pp | 735.12%-744.4pp | 519.73%-529.1pp |
| Employer contribution / active EE | $6,466 | $6,035+7.1% | $5,298+22.0% | $4,779+35.3% |
| Participant deferral / active EE | $9,390 | $5,806+61.7% | $5,081+84.8% | $5,609+67.4% |
| Admin fee / account holder | $197 | $16,143-98.8% | $13,411-98.5% | $10,827-98.2% |