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 | $84,408 | $106,543-20.8% | $91,220-7.5% | $134,475-37.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.24% | 160.60%-181.8pp | 114.01%-135.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $6,316 | $3,331+89.6% | $2,850+121.6% | $4,740+33.3% |
| Participant deferral / active EE | $11,994 | $4,719+154.2% | $4,234+183.3% | $6,400+87.4% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |