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 | $138,423 | $190,805-27.5% | $159,960-13.5% | $134,475+2.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.67% | 552.23%-572.9pp | 408.60%-429.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,357 | $4,995-52.8% | $4,226-44.2% | $4,740-50.3% |
| Participant deferral / active EE | $18,040 | $6,923+160.6% | $6,182+191.8% | $6,400+181.9% |
| Admin fee / account holder | $40 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |