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 | $75,022 | $138,044-45.7% | $125,339-40.1% | $134,475-44.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.54% | 750.33%-772.9pp | 572.05%-594.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,040 | $5,243-80.2% | $4,814-78.4% | $4,740-78.1% |
| Participant deferral / active EE | $4,717 | $7,799-39.5% | $7,446-36.7% | $6,400-26.3% |
| Admin fee / account holder | $129 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |