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 | $63,745 | $168,632-62.2% | $147,614-56.8% | $125,391-49.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -14.36% | 77.65%-92.0pp | 61.98%-76.3pp | 282.22%-296.6pp |
| Employer contribution / active EE | $23,448 | $6,252+275.0% | $5,564+321.4% | $4,866+381.9% |
| Participant deferral / active EE | $14,450 | $5,507+162.4% | $4,895+195.2% | $5,352+170.0% |
| Admin fee / account holder | $211 | $13,580-98.4% | $11,611-98.2% | $9,540-97.8% |