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 | $149,098 | $70,606+111.2% | $53,898+176.6% | $142,382+4.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -59.58% | 619.81%-679.4pp | 528.60%-588.2pp | 217.08%-276.7pp |
| Employer contribution / active EE | $558 | $1,202-53.6% | $932-40.1% | $4,299-87.0% |
| Participant deferral / active EE | $698 | $2,364-70.5% | $1,826-61.8% | $6,507-89.3% |
| Admin fee / account holder | $17 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |