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 | $83,464 | $160,055-47.9% | $140,016-40.4% | $135,375-38.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.86% | 911.38%-922.2pp | 651.12%-662.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $9,050 | $6,420+41.0% | $5,606+61.4% | $4,779+89.4% |
| Participant deferral / active EE | $15,250 | $7,642+99.6% | $6,927+120.1% | $5,609+171.9% |
| Admin fee / account holder | $18 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |