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 | $35,033 | $138,065-74.6% | $123,544-71.6% | $135,375-74.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.64% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,586 | $5,151-30.4% | $4,628-22.5% | $4,779-25.0% |
| Participant deferral / active EE | $9,148 | $6,799+34.5% | $6,426+42.4% | $5,609+63.1% |
| Admin fee / account holder | $78 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |