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 | $58,194 | $106,543-45.4% | $91,220-36.2% | $134,475-56.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -23.05% | 160.60%-183.7pp | 114.01%-137.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,281 | $3,331-61.5% | $2,850-55.1% | $4,740-73.0% |
| Participant deferral / active EE | $1,458 | $4,719-69.1% | $4,234-65.6% | $6,400-77.2% |
| Admin fee / account holder | $10 | $6,231-99.8% | $5,420-99.8% | $11,426-99.9% |