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 | $96,140 | $95,971+0.2% | $74,550+29.0% | $135,375-29.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.16% | 56.96%-66.1pp | 32.53%-41.7pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,934 | $2,716-28.8% | $1,961-1.4% | $4,779-59.5% |
| Participant deferral / active EE | $5,527 | $3,843+43.8% | $3,108+77.8% | $5,609-1.5% |
| Admin fee / account holder | $93 | $6,522-98.6% | $5,060-98.2% | $10,827-99.1% |