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 | $85,808 | $160,055-46.4% | $140,016-38.7% | $135,375-36.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.53% | 911.38%-920.9pp | 651.12%-660.6pp | 519.73%-529.3pp |
| Employer contribution / active EE | $12,857 | $6,420+100.3% | $5,606+129.4% | $4,779+169.0% |
| Participant deferral / active EE | $16,269 | $7,642+112.9% | $6,927+134.9% | $5,609+190.1% |
| Admin fee / account holder | $164 | $13,328-98.8% | $10,705-98.5% | $10,827-98.5% |