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 | $68,320 | $138,065-50.5% | $123,544-44.7% | $135,375-49.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.56% | 153.68%-163.2pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,951 | $5,151-42.7% | $4,628-36.2% | $4,779-38.2% |
| Participant deferral / active EE | $7,232 | $6,799+6.4% | $6,426+12.5% | $5,609+28.9% |
| Admin fee / account holder | $24 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |