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 | $91,475 | $100,852-9.3% | $90,404+1.2% | $158,922-42.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -9.05% | 1724.20%-1733.3pp | 1293.02%-1302.1pp | 302.83%-311.9pp |
| Employer contribution / active EE | $1,596 | $3,689-56.7% | $3,262-51.1% | $4,761-66.5% |
| Participant deferral / active EE | $2,661 | $4,348-38.8% | $3,963-32.8% | $5,982-55.5% |
| Admin fee / account holder | $40 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |