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 | $57,333 | $117,381-51.2% | $99,443-42.3% | $152,861-62.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | -87.68% | 31.87%-119.5pp | 30.72%-118.4pp | 345.32%-433.0pp |
| Employer contribution / active EE | $22,874 | $3,013+659.3% | $2,540+800.7% | $4,762+380.3% |
| Participant deferral / active EE | $12,500 | $4,086+205.9% | $3,619+245.4% | $5,850+113.7% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |