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 | $37,409 | $160,055-76.6% | $140,016-73.3% | $135,375-72.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.63% | 911.38%-930.0pp | 651.12%-669.8pp | 519.73%-538.4pp |
| Employer contribution / active EE | $12,133 | $6,420+89.0% | $5,606+116.4% | $4,779+153.9% |
| Participant deferral / active EE | $10,725 | $7,642+40.4% | $6,927+54.8% | $5,609+91.2% |
| Admin fee / account holder | $143 | $13,328-98.9% | $10,705-98.7% | $10,827-98.7% |