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 | $53,920 | $202,318-73.3% | $172,739-68.8% | $152,861-64.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.62% | 1029.65%-1031.3pp | 802.84%-804.5pp | 345.32%-346.9pp |
| Employer contribution / active EE | $6,214 | $5,856+6.1% | $5,143+20.8% | $4,762+30.5% |
| Participant deferral / active EE | $2,385 | $5,948-59.9% | $5,198-54.1% | $5,850-59.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |