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 | $73,998 | $168,632-56.1% | $147,614-49.9% | $125,391-41.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -17.13% | 77.65%-94.8pp | 61.98%-79.1pp | 282.22%-299.4pp |
| Employer contribution / active EE | $8,196 | $6,252+31.1% | $5,564+47.3% | $4,866+68.4% |
| Participant deferral / active EE | $6,707 | $5,507+21.8% | $4,895+37.0% | $5,352+25.3% |
| Admin fee / account holder | $117 | $13,580-99.1% | $11,611-99.0% | $9,540-98.8% |