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 7-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 | $64,531 | $160,055-59.7% | $140,016-53.9% | $135,375-52.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -17.44% | 911.38%-928.8pp | 651.12%-668.6pp | 519.73%-537.2pp |
| Employer contribution / active EE | $20,097 | $6,420+213.0% | $5,606+258.5% | $4,779+320.5% |
| Participant deferral / active EE | $14,000 | $7,642+83.2% | $6,927+102.1% | $5,609+149.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |