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 | $53,030 | $197,591-73.2% | $177,821-70.2% | $158,922-66.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -1.20% | 58.76%-60.0pp | 48.32%-49.5pp | 302.83%-304.0pp |
| Employer contribution / active EE | $2,224 | $6,697-66.8% | $5,918-62.4% | $4,761-53.3% |
| Participant deferral / active EE | $10,963 | $8,405+30.4% | $7,714+42.1% | $5,982+83.3% |
| Admin fee / account holder | $269 | $15,399-98.3% | $12,427-97.8% | $11,246-97.6% |