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 | $99,267 | $160,055-38.0% | $140,016-29.1% | $135,375-26.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -27.99% | 911.38%-939.4pp | 651.12%-679.1pp | 519.73%-547.7pp |
| Employer contribution / active EE | $4,008 | $6,420-37.6% | $5,606-28.5% | $4,779-16.1% |
| Participant deferral / active EE | $12,827 | $7,642+67.9% | $6,927+85.2% | $5,609+128.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |