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 8-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 | $64,104 | $105,998-39.5% | $92,233-30.5% | $147,584-56.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -11.25% | 50.05%-61.3pp | 176.28%-187.5pp | 578.55%-589.8pp |
| Employer contribution / active EE | $35,400 | $4,333+717.0% | $3,679+862.1% | $4,876+626.0% |
| Participant deferral / active EE | $24,000 | $4,478+436.0% | $3,897+515.9% | $5,439+341.3% |
| Admin fee / account holder | $52 | $6,332-99.2% | $5,194-99.0% | $10,885-99.5% |