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 5-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 | $110,486 | $92,703+19.2% | $82,719+33.6% | $134,475-17.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.66% | 944.92%-968.6pp | 701.18%-724.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $3,777 | $3,274+15.4% | $3,009+25.5% | $4,740-20.3% |
| Participant deferral / active EE | $27,109 | $4,802+464.5% | $4,395+516.8% | $6,400+323.6% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |