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 | $32,362 | $180,449-82.1% | $154,107-79.0% | $135,375-76.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -9.92% | 888.09%-898.0pp | 735.12%-745.0pp | 519.73%-529.7pp |
| Employer contribution / active EE | $9,003 | $6,035+49.2% | $5,298+70.0% | $4,779+88.4% |
| Participant deferral / active EE | $6,131 | $5,806+5.6% | $5,081+20.7% | $5,609+9.3% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |