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 | $46,502 | $92,703-49.8% | $82,719-43.8% | $134,475-65.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.36% | 944.92%-966.3pp | 701.18%-722.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $5,492 | $3,274+67.8% | $3,009+82.5% | $4,740+15.9% |
| Participant deferral / active EE | $7,511 | $4,802+56.4% | $4,395+70.9% | $6,400+17.4% |
| Admin fee / account holder | $15 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |