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 | $93,698 | $138,065-32.1% | $123,544-24.2% | $135,375-30.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.24% | 153.68%-165.9pp | 119.20%-131.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,905 | $5,151-63.0% | $4,628-58.8% | $4,779-60.1% |
| Participant deferral / active EE | $8,150 | $6,799+19.9% | $6,426+26.8% | $5,609+45.3% |
| Admin fee / account holder | $125 | $10,916-98.9% | $9,284-98.7% | $10,827-98.8% |