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 | $45,008 | $69,207-35.0% | $64,056-29.7% | $139,434-67.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -47.54% | 45.88%-93.4pp | 33.69%-81.2pp | 372.94%-420.5pp |
| Employer contribution / active EE | $8,686 | $3,182+173.0% | $2,747+216.3% | $4,751+82.8% |
| Participant deferral / active EE | $9,076 | $4,682+93.9% | $3,880+133.9% | $6,710+35.3% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |