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 3-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 | $122,000 | $104,974+16.2% | $95,585+27.6% | $142,382-14.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | -43.83% | 210.33%-254.2pp | 38.56%-82.4pp | 217.08%-260.9pp |
| Employer contribution / active EE | $18,947 | $2,779+581.9% | $2,527+649.9% | $4,299+340.7% |
| Participant deferral / active EE | $0 | $4,352-100.0% | $4,023-100.0% | $6,507-100.0% |
| Admin fee / account holder | -$13,044 | $6,386-304.3% | $6,127-312.9% | $12,624-203.3% |