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 | $118,192 | $180,449-34.5% | $154,107-23.3% | $135,375-12.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -23.72% | 888.09%-911.8pp | 735.12%-758.8pp | 519.73%-543.5pp |
| Employer contribution / active EE | $3,655 | $6,035-39.4% | $5,298-31.0% | $4,779-23.5% |
| Participant deferral / active EE | $8,688 | $5,806+49.6% | $5,081+71.0% | $5,609+54.9% |
| Admin fee / account holder | $83 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |