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 | $32,489 | $135,635-76.0% | $110,238-70.5% | $135,375-76.0% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -8.98% | 513.19%-522.2pp | 314.74%-323.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,724 | $4,906-44.5% | $3,826-28.8% | $4,779-43.0% |
| Participant deferral / active EE | $4,130 | $5,506-25.0% | $4,672-11.6% | $5,609-26.4% |
| Admin fee / account holder | $30 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |