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 7-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 | $217,219 | $167,307+29.8% | $143,757+51.1% | $134,475+61.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -65.95% | 0.46%-66.4pp | -0.04%-65.9pp | 417.96%-483.9pp |
| Employer contribution / active EE | $24,354 | $5,619+333.4% | $4,951+391.9% | $4,740+413.8% |
| Participant deferral / active EE | $13,500 | $6,446+109.4% | $5,637+139.5% | $6,400+110.9% |
| Admin fee / account holder | $250 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |