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 | $35,820 | $171,865-79.2% | $149,718-76.1% | $147,584-75.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -1.96% | 2113.22%-2115.2pp | 1501.63%-1503.6pp | 578.55%-580.5pp |
| Employer contribution / active EE | $1,557 | $6,275-75.2% | $5,445-71.4% | $4,876-68.1% |
| Participant deferral / active EE | $10,905 | $7,271+50.0% | $6,569+66.0% | $5,439+100.5% |
| Admin fee / account holder | $131 | $13,799-99.0% | $11,283-98.8% | $10,885-98.8% |