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 | $64,932 | $160,055-59.4% | $140,016-53.6% | $135,375-52.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.48% | 911.38%-923.9pp | 651.12%-663.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,033 | $6,420-68.3% | $5,606-63.7% | $4,779-57.5% |
| Participant deferral / active EE | $12,682 | $7,642+66.0% | $6,927+83.1% | $5,609+126.1% |
| Admin fee / account holder | $27 | $13,328-99.8% | $10,705-99.7% | $10,827-99.8% |