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 9-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 | $55,933 | $138,065-59.5% | $123,544-54.7% | $135,375-58.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.87% | 153.68%-169.6pp | 119.20%-135.1pp | 519.73%-535.6pp |
| Employer contribution / active EE | $29,155 | $5,151+466.0% | $4,628+530.0% | $4,779+510.1% |
| Participant deferral / active EE | $15,000 | $6,799+120.6% | $6,426+133.4% | $5,609+167.4% |
| Admin fee / account holder | $284 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |