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 | $107,607 | $209,411-48.6% | $178,490-39.7% | $158,922-32.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -4.51% | 188.75%-193.3pp | 151.07%-155.6pp | 302.83%-307.3pp |
| Employer contribution / active EE | $8,231 | $5,706+44.2% | $5,011+64.3% | $4,761+72.9% |
| Participant deferral / active EE | $6,696 | $5,954+12.5% | $5,202+28.7% | $5,982+11.9% |
| Admin fee / account holder | $37 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |