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 | $66,884 | $150,440-55.5% | $136,294-50.9% | $147,584-54.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -72.35% | 1049.08%-1121.4pp | 5155.94%-5228.3pp | 578.55%-650.9pp |
| Employer contribution / active EE | $6,671 | $5,256+26.9% | $4,695+42.1% | $4,876+36.8% |
| Participant deferral / active EE | $3,722 | $6,630-43.9% | $6,247-40.4% | $5,439-31.6% |
| Admin fee / account holder | $31 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |