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 | $107,648 | $160,055-32.7% | $140,016-23.1% | $135,375-20.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.41% | 911.38%-920.8pp | 651.12%-660.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,226 | $6,420-49.8% | $5,606-42.5% | $4,779-32.5% |
| Participant deferral / active EE | $9,609 | $7,642+25.7% | $6,927+38.7% | $5,609+71.3% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |