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 9-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 | $34,175 | $168,632-79.7% | $147,614-76.8% | $125,391-72.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.93% | 77.65%-84.6pp | 61.98%-68.9pp | 282.22%-289.2pp |
| Employer contribution / active EE | $2,137 | $6,252-65.8% | $5,564-61.6% | $4,866-56.1% |
| Participant deferral / active EE | $6,135 | $5,507+11.4% | $4,895+25.3% | $5,352+14.6% |
| Admin fee / account holder | $280 | $13,580-97.9% | $11,611-97.6% | $9,540-97.1% |