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 | $200,817 | $96,305+108.5% | $80,569+149.2% | $139,434+44.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -6.62% | 1350.08%-1356.7pp | 935.43%-942.0pp | 372.94%-379.6pp |
| Employer contribution / active EE | $4,875 | $3,262+49.4% | $2,723+79.0% | $4,751+2.6% |
| Participant deferral / active EE | $13,100 | $5,232+150.4% | $4,447+194.6% | $6,710+95.2% |
| Admin fee / account holder | $20 | $6,599-99.7% | $5,377-99.6% | $11,403-99.8% |