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 | $51,941 | $138,044-62.4% | $125,339-58.6% | $134,475-61.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.25% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,876 | $5,243-45.1% | $4,814-40.2% | $4,740-39.3% |
| Participant deferral / active EE | $11,500 | $7,799+47.5% | $7,446+54.4% | $6,400+79.7% |
| Admin fee / account holder | $206 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |