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 | $112,795 | $92,703+21.7% | $82,719+36.4% | $134,475-16.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.32% | 944.92%-969.2pp | 701.18%-725.5pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,454 | $3,274-55.6% | $3,009-51.7% | $4,740-69.3% |
| Participant deferral / active EE | $8,661 | $4,802+80.4% | $4,395+97.1% | $6,400+35.3% |
| Admin fee / account holder | $220 | $5,983-96.3% | $5,329-95.9% | $11,426-98.1% |