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 8-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 | $106,455 | $190,805-44.2% | $159,960-33.4% | $134,475-20.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.91% | 552.23%-573.1pp | 408.60%-429.5pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,400 | $4,995-72.0% | $4,226-66.9% | $4,740-70.5% |
| Participant deferral / active EE | $18,500 | $6,923+167.2% | $6,182+199.2% | $6,400+189.1% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |