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 | $114,999 | $112,096+2.6% | $95,952+19.9% | $158,922-27.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -1.30% | 171.09%-172.4pp | 91.61%-92.9pp | 302.83%-304.1pp |
| Employer contribution / active EE | $1,497 | $3,198-53.2% | $2,541-41.1% | $4,761-68.6% |
| Participant deferral / active EE | $3,190 | $4,784-33.3% | $4,167-23.4% | $5,982-46.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |