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 | $90,778 | $138,065-34.2% | $123,544-26.5% | $135,375-32.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.98% | 153.68%-167.7pp | 119.20%-133.2pp | 519.73%-533.7pp |
| Employer contribution / active EE | $2,905 | $5,151-43.6% | $4,628-37.2% | $4,779-39.2% |
| Participant deferral / active EE | $8,569 | $6,799+26.0% | $6,426+33.4% | $5,609+52.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |