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 6-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 | $34,632 | $92,703-62.6% | $82,719-58.1% | $134,475-74.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.00% | 944.92%-966.9pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $5,620 | $3,274+71.7% | $3,009+86.8% | $4,740+18.6% |
| Participant deferral / active EE | $9,499 | $4,802+97.8% | $4,395+116.1% | $6,400+48.4% |
| Admin fee / account holder | $81 | $5,983-98.6% | $5,329-98.5% | $11,426-99.3% |