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 | $97,500 | $137,414-29.0% | $189,513-48.6% | $85,850+13.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | -15.90% | 38.14%-54.0pp | 555.15%-571.1pp | 318.53%-334.4pp |
| Employer contribution / active EE | $27,984 | $4,344+544.1% | $6,162+354.2% | $2,565+990.9% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $107 | $8,630-98.8% | $12,045-99.1% | $6,260-98.3% |