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 | $58,435 | $138,044-57.7% | $125,339-53.4% | $134,475-56.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.90% | 750.33%-776.2pp | 572.05%-597.9pp | 417.96%-443.9pp |
| Employer contribution / active EE | $6,416 | $5,243+22.4% | $4,814+33.3% | $4,740+35.4% |
| Participant deferral / active EE | $10,800 | $7,799+38.5% | $7,446+45.0% | $6,400+68.8% |
| Admin fee / account holder | $73 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |