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 | $40,901 | $138,065-70.4% | $123,544-66.9% | $135,375-69.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.35% | 153.68%-166.0pp | 119.20%-131.5pp | 519.73%-532.1pp |
| Employer contribution / active EE | $4,163 | $5,151-19.2% | $4,628-10.0% | $4,779-12.9% |
| Participant deferral / active EE | $7,693 | $6,799+13.1% | $6,426+19.7% | $5,609+37.2% |
| Admin fee / account holder | $244 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |