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 | $24,361 | $138,065-82.4% | $123,544-80.3% | $135,375-82.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.88% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,627 | $5,151-68.4% | $4,628-64.8% | $4,779-66.0% |
| Participant deferral / active EE | $3,254 | $6,799-52.1% | $6,426-49.4% | $5,609-42.0% |
| Admin fee / account holder | $217 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |