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 8-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 | $49,984 | $138,044-63.8% | $125,339-60.1% | $134,475-62.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.71% | 750.33%-772.0pp | 572.05%-593.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $11,718 | $5,243+123.5% | $4,814+143.4% | $4,740+147.2% |
| Participant deferral / active EE | $6,063 | $7,799-22.3% | $7,446-18.6% | $6,400-5.3% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |