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 | $116,371 | $171,865-32.3% | $149,718-22.3% | $147,584-21.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -10.54% | 2113.22%-2123.8pp | 1501.63%-1512.2pp | 578.55%-589.1pp |
| Employer contribution / active EE | $10,310 | $6,275+64.3% | $5,445+89.4% | $4,876+111.4% |
| Participant deferral / active EE | $10,310 | $7,271+41.8% | $6,569+57.0% | $5,439+89.6% |
| Admin fee / account holder | $33 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |