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 8-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 | $62,031 | $112,881-45.0% | $90,951-31.8% | $158,922-61.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | -10.07% | 215.79%-225.9pp | 134.60%-144.7pp | 302.83%-312.9pp |
| Employer contribution / active EE | $13,127 | $2,893+353.7% | $2,122+518.6% | $4,761+175.7% |
| Participant deferral / active EE | $7,333 | $4,128+77.7% | $3,373+117.4% | $5,982+22.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |