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 | $69,713 | $160,055-56.4% | $140,016-50.2% | $135,375-48.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.19% | 911.38%-921.6pp | 651.12%-661.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $8,685 | $6,420+35.3% | $5,606+54.9% | $4,779+81.7% |
| Participant deferral / active EE | $3,500 | $7,642-54.2% | $6,927-49.5% | $5,609-37.6% |
| Admin fee / account holder | $39 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |