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 8-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 | $52,688 | $160,055-67.1% | $140,016-62.4% | $135,375-61.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -14.39% | 911.38%-925.8pp | 651.12%-665.5pp | 519.73%-534.1pp |
| Employer contribution / active EE | $3,959 | $6,420-38.3% | $5,606-29.4% | $4,779-17.2% |
| Participant deferral / active EE | $10,430 | $7,642+36.5% | $6,927+50.6% | $5,609+86.0% |
| Admin fee / account holder | $225 | $13,328-98.3% | $10,705-97.9% | $10,827-97.9% |