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 | $25,850 | $84,402-69.4% | $61,373-57.9% | $134,475-80.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -23.67% | 584.55%-608.2pp | 338.61%-362.3pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,084 | $1,544+35.0% | $1,159+79.8% | $4,740-56.0% |
| Participant deferral / active EE | $6,419 | $2,819+127.7% | $2,125+202.1% | $6,400+0.3% |
| Admin fee / account holder | $219 | $2,585-91.5% | $2,130-89.7% | $11,426-98.1% |