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 | $47,848 | $138,065-65.3% | $123,544-61.3% | $135,375-64.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.15% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,574 | $5,151-30.6% | $4,628-22.8% | $4,779-25.2% |
| Participant deferral / active EE | $9,058 | $6,799+33.2% | $6,426+41.0% | $5,609+61.5% |
| Admin fee / account holder | $46 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |