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 | $52,844 | $84,695-37.6% | $73,843-28.4% | $125,391-57.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.16% | 3123.53%-3127.7pp | 2267.84%-2272.0pp | 282.22%-286.4pp |
| Employer contribution / active EE | $2,777 | $3,123-11.1% | $2,787-0.4% | $4,866-42.9% |
| Participant deferral / active EE | $10,908 | $3,992+173.2% | $3,583+204.4% | $5,352+103.8% |
| Admin fee / account holder | $23 | $5,691-99.6% | $4,880-99.5% | $9,540-99.8% |