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 | $59,984 | $160,055-62.5% | $140,016-57.2% | $135,375-55.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.16% | 911.38%-921.5pp | 651.12%-661.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $8,558 | $6,420+33.3% | $5,606+52.7% | $4,779+79.1% |
| Participant deferral / active EE | $9,044 | $7,642+18.3% | $6,927+30.6% | $5,609+61.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |