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 7-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 | $38,734 | $180,449-78.5% | $154,107-74.9% | $135,375-71.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.62% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,260 | $6,035-62.5% | $5,298-57.3% | $4,779-52.7% |
| Participant deferral / active EE | $10,834 | $5,806+86.6% | $5,081+113.3% | $5,609+93.2% |
| Admin fee / account holder | $173 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |