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 5-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 | $10,065 | $92,703-89.1% | $82,719-87.8% | $134,475-92.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.71% | 944.92%-967.6pp | 701.18%-723.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,178 | $3,274-33.5% | $3,009-27.6% | $4,740-54.0% |
| Participant deferral / active EE | $2,258 | $4,802-53.0% | $4,395-48.6% | $6,400-64.7% |
| Admin fee / account holder | $41 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |