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 | $77,459 | $100,852-23.2% | $90,404-14.3% | $158,922-51.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -19.63% | 1724.20%-1743.8pp | 1293.02%-1312.6pp | 302.83%-322.5pp |
| Employer contribution / active EE | $11,811 | $3,689+220.2% | $3,262+262.1% | $4,761+148.1% |
| Participant deferral / active EE | $12,369 | $4,348+184.5% | $3,963+212.1% | $5,982+106.8% |
| Admin fee / account holder | $288 | $6,501-95.6% | $5,611-94.9% | $11,246-97.4% |