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 6-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 | $34,518 | $147,727-76.6% | $115,756-70.2% | $134,475-74.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -33.81% | 73.96%-107.8pp | 143.14%-177.0pp | 417.96%-451.8pp |
| Employer contribution / active EE | $3,250 | $4,713-31.0% | $3,793-14.3% | $4,740-31.4% |
| Participant deferral / active EE | $18,927 | $7,563+150.2% | $6,254+202.6% | $6,400+195.7% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |