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 8-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 | $129,408 | $142,344-9.1% | $119,609+8.2% | $134,475-3.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -65.37% | -12.44%-52.9pp | -14.97%-50.4pp | 417.96%-483.3pp |
| Employer contribution / active EE | $37,000 | $5,222+608.5% | $4,232+774.3% | $4,740+680.6% |
| Participant deferral / active EE | $24,011 | $6,469+271.2% | $5,602+328.6% | $6,400+275.2% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |