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 | $30,320 | $138,065-78.0% | $123,544-75.5% | $135,375-77.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.46% | 153.68%-170.1pp | 119.20%-135.7pp | 519.73%-536.2pp |
| Employer contribution / active EE | $8,621 | $5,151+67.4% | $4,628+86.3% | $4,779+80.4% |
| Participant deferral / active EE | $38,620 | $6,799+468.0% | $6,426+501.0% | $5,609+588.6% |
| Admin fee / account holder | $13 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |