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 | $132,345 | $90,600+46.1% | $79,464+66.5% | $135,375-2.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -23.06% | 977.43%-1000.5pp | 718.14%-741.2pp | 519.73%-542.8pp |
| Employer contribution / active EE | $7,611 | $3,068+148.1% | $2,800+171.8% | $4,779+59.3% |
| Participant deferral / active EE | $24,500 | $4,050+504.9% | $3,704+561.5% | $5,609+336.8% |
| Admin fee / account holder | $250 | $5,907-95.8% | $5,113-95.1% | $10,827-97.7% |