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 | $204,761 | $97,757+109.5% | $83,848+144.2% | $135,375+51.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.89% | 1287.37%-1301.3pp | 850.88%-864.8pp | 519.73%-533.6pp |
| Employer contribution / active EE | $16,794 | $4,222+297.8% | $3,631+362.5% | $4,779+251.4% |
| Participant deferral / active EE | $14,139 | $4,682+202.0% | $4,082+246.4% | $5,609+152.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |