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 | $80,815 | $99,640-18.9% | $86,436-6.5% | $134,475-39.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.53% | 6782.58%-6805.1pp | 4394.89%-4417.4pp | 417.96%-440.5pp |
| Employer contribution / active EE | $7,111 | $4,400+61.6% | $3,769+88.7% | $4,740+50.0% |
| Participant deferral / active EE | $10,405 | $7,246+43.6% | $6,952+49.7% | $6,400+62.6% |
| Admin fee / account holder | $124 | $8,371-98.5% | $6,731-98.2% | $11,426-98.9% |