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 | $100,999 | $92,703+8.9% | $82,719+22.1% | $134,475-24.9% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -24.08% | 944.92%-969.0pp | 701.18%-725.3pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,626 | $3,274-50.3% | $3,009-46.0% | $4,740-65.7% |
| Participant deferral / active EE | $5,395 | $4,802+12.4% | $4,395+22.8% | $6,400-15.7% |
| Admin fee / account holder | $56 | $5,983-99.1% | $5,329-98.9% | $11,426-99.5% |