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 | $23,927 | $138,065-82.7% | $123,544-80.6% | $135,375-82.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.41% | 153.68%-165.1pp | 119.20%-130.6pp | 519.73%-531.1pp |
| Employer contribution / active EE | $3,571 | $5,151-30.7% | $4,628-22.8% | $4,779-25.3% |
| Participant deferral / active EE | $5,607 | $6,799-17.5% | $6,426-12.7% | $5,6090% |
| Admin fee / account holder | $16 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |