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 | $115,751 | $159,901-27.6% | $146,958-21.2% | $145,922-20.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -14.13% | 98.13%-112.3pp | 418.34%-432.5pp | 561.29%-575.4pp |
| Employer contribution / active EE | $3,237 | $5,286-38.8% | $4,933-34.4% | $4,660-30.5% |
| Participant deferral / active EE | $8,013 | $8,428-4.9% | $8,070-0.7% | $6,688+19.8% |
| Admin fee / account holder | $85 | $15,044-99.4% | $12,998-99.3% | $13,397-99.4% |