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 9-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 | $41,483 | $90,600-54.2% | $79,464-47.8% | $135,375-69.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -17.53% | 977.43%-995.0pp | 718.14%-735.7pp | 519.73%-537.3pp |
| Employer contribution / active EE | $18,285 | $3,068+496.0% | $2,800+552.9% | $4,779+282.6% |
| Participant deferral / active EE | $11,350 | $4,050+180.2% | $3,704+206.4% | $5,609+102.4% |
| Admin fee / account holder | $194 | $5,907-96.7% | $5,113-96.2% | $10,827-98.2% |