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 | $83,072 | $217,402-61.8% | $185,823-55.3% | $167,490-50.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -30.42% | 148.36%-178.8pp | 122.05%-152.5pp | 478.56%-509.0pp |
| Employer contribution / active EE | $14,302 | $5,873+143.5% | $5,167+176.8% | $4,837+195.7% |
| Participant deferral / active EE | $6,500 | $6,356+2.3% | $5,568+16.7% | $6,341+2.5% |
| Admin fee / account holder | $13 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |