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 | $30,464 | $168,632-81.9% | $147,614-79.4% | $125,391-75.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.92% | 77.65%-82.6pp | 61.98%-66.9pp | 282.22%-287.1pp |
| Employer contribution / active EE | $13,042 | $6,252+108.6% | $5,564+134.4% | $4,866+168.0% |
| Participant deferral / active EE | $7,668 | $5,507+39.2% | $4,895+56.6% | $5,352+43.3% |
| Admin fee / account holder | $91 | $13,580-99.3% | $11,611-99.2% | $9,540-99.1% |