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 | $34,840 | $160,055-78.2% | $140,016-75.1% | $135,375-74.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.52% | 911.38%-926.9pp | 651.12%-666.6pp | 519.73%-535.3pp |
| Employer contribution / active EE | $3,035 | $6,420-52.7% | $5,606-45.9% | $4,779-36.5% |
| Participant deferral / active EE | $13,174 | $7,642+72.4% | $6,927+90.2% | $5,609+134.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |