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 6-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 | $47,738 | $92,703-48.5% | $82,719-42.3% | $134,475-64.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.24% | 944.92%-970.2pp | 701.18%-726.4pp | 417.96%-443.2pp |
| Employer contribution / active EE | $16,536 | $3,274+405.1% | $3,009+449.6% | $4,740+248.9% |
| Participant deferral / active EE | $14,249 | $4,802+196.7% | $4,395+224.2% | $6,400+122.6% |
| Admin fee / account holder | $59 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |