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 | $34,273 | $138,065-75.2% | $123,544-72.3% | $135,375-74.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.07% | 153.68%-167.8pp | 119.20%-133.3pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,592 | $5,151-69.1% | $4,628-65.6% | $4,779-66.7% |
| Participant deferral / active EE | $12,700 | $6,799+86.8% | $6,426+97.6% | $5,609+126.4% |
| Admin fee / account holder | $14 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |