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 | $38,711 | $135,635-71.5% | $110,238-64.9% | $135,375-71.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -36.17% | 513.19%-549.4pp | 314.74%-350.9pp | 519.73%-555.9pp |
| Employer contribution / active EE | $15,542 | $4,906+216.8% | $3,826+306.2% | $4,779+225.2% |
| Participant deferral / active EE | $13,975 | $5,506+153.8% | $4,672+199.1% | $5,609+149.2% |
| Admin fee / account holder | $278 | $11,457-97.6% | $8,547-96.8% | $10,827-97.4% |