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 | $96,436 | $180,449-46.6% | $154,107-37.4% | $135,375-28.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.36% | 888.09%-898.4pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $28,923 | $6,035+379.3% | $5,298+446.0% | $4,779+505.2% |
| Participant deferral / active EE | $26,490 | $5,806+356.2% | $5,081+421.4% | $5,609+372.3% |
| Admin fee / account holder | $12 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |