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 | $35,684 | $168,632-78.8% | $147,614-75.8% | $125,391-71.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.71% | 77.65%-82.4pp | 61.98%-66.7pp | 282.22%-286.9pp |
| Employer contribution / active EE | $5,399 | $6,252-13.6% | $5,564-3.0% | $4,866+11.0% |
| Participant deferral / active EE | $6,329 | $5,507+14.9% | $4,895+29.3% | $5,352+18.3% |
| Admin fee / account holder | $117 | $13,580-99.1% | $11,611-99.0% | $9,540-98.8% |