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 | $116,976 | $168,632-30.6% | $147,614-20.8% | $125,391-6.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -14.25% | 77.65%-91.9pp | 61.98%-76.2pp | 282.22%-296.5pp |
| Employer contribution / active EE | $8,852 | $6,252+41.6% | $5,564+59.1% | $4,866+81.9% |
| Participant deferral / active EE | $5,402 | $5,507-1.9% | $4,895+10.3% | $5,352+0.9% |
| Admin fee / account holder | $193 | $13,580-98.6% | $11,611-98.3% | $9,540-98.0% |