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 | $118,344 | $135,635-12.7% | $110,238+7.4% | $135,375-12.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.70% | 513.19%-522.9pp | 314.74%-324.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $6,106 | $4,906+24.4% | $3,826+59.6% | $4,779+27.8% |
| Participant deferral / active EE | $9,855 | $5,506+79.0% | $4,672+110.9% | $5,609+75.7% |
| Admin fee / account holder | $68 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |