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 9-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 | $65,656 | $138,044-52.4% | $125,339-47.6% | $134,475-51.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -38.26% | 750.33%-788.6pp | 572.05%-610.3pp | 417.96%-456.2pp |
| Employer contribution / active EE | $1,899 | $5,243-63.8% | $4,814-60.6% | $4,740-59.9% |
| Participant deferral / active EE | $5,087 | $7,799-34.8% | $7,446-31.7% | $6,400-20.5% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |