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 | $23,686 | $138,065-82.8% | $123,544-80.8% | $135,375-82.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.70% | 153.68%-170.4pp | 119.20%-135.9pp | 519.73%-536.4pp |
| Employer contribution / active EE | $3,038 | $5,151-41.0% | $4,628-34.4% | $4,779-36.4% |
| Participant deferral / active EE | $9,598 | $6,799+41.2% | $6,426+49.4% | $5,609+71.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |