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 | $90,265 | $84,695+6.6% | $73,843+22.2% | $125,391-28.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.92% | 3123.53%-3127.4pp | 2267.84%-2271.8pp | 282.22%-286.1pp |
| Employer contribution / active EE | $3,822 | $3,123+22.4% | $2,787+37.1% | $4,866-21.4% |
| Participant deferral / active EE | $7,731 | $3,992+93.6% | $3,583+115.8% | $5,352+44.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |