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 | $129,978 | $99,020+31.3% | $86,590+50.1% | $147,584-11.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | -0.72% | 1312.34%-1313.1pp | 964.84%-965.6pp | 578.55%-579.3pp |
| Employer contribution / active EE | $468 | $3,132-85.1% | $2,839-83.5% | $4,876-90.4% |
| Participant deferral / active EE | $468 | $3,972-88.2% | $3,609-87.0% | $5,439-91.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |