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 | $142,910 | $190,805-25.1% | $159,960-10.7% | $134,475+6.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -30.51% | 552.23%-582.7pp | 408.60%-439.1pp | 417.96%-448.5pp |
| Employer contribution / active EE | $2,822 | $4,995-43.5% | $4,226-33.2% | $4,740-40.5% |
| Participant deferral / active EE | $17,125 | $6,923+147.4% | $6,182+177.0% | $6,400+167.6% |
| Admin fee / account holder | $259 | $10,471-97.5% | $8,698-97.0% | $11,426-97.7% |