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 | $61,788 | $160,055-61.4% | $140,016-55.9% | $135,375-54.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -17.71% | 911.38%-929.1pp | 651.12%-668.8pp | 519.73%-537.4pp |
| Employer contribution / active EE | $24,301 | $6,420+278.5% | $5,606+333.5% | $4,779+408.5% |
| Participant deferral / active EE | $16,431 | $7,642+115.0% | $6,927+137.2% | $5,609+193.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |