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 8-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 | $43,053 | $175,202-75.4% | $149,673-71.2% | $139,434-69.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -13.71% | 166.71%-180.4pp | 134.42%-148.1pp | 372.94%-386.6pp |
| Employer contribution / active EE | $3,769 | $5,474-31.2% | $4,818-21.8% | $4,751-20.7% |
| Participant deferral / active EE | $10,500 | $6,519+61.1% | $5,680+84.9% | $6,710+56.5% |
| Admin fee / account holder | $10 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |