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 8-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 | $76,767 | $180,449-57.5% | $154,107-50.2% | $135,375-43.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.21% | 888.09%-900.3pp | 735.12%-747.3pp | 519.73%-531.9pp |
| Employer contribution / active EE | $6,000 | $6,035-0.6% | $5,298+13.3% | $4,779+25.6% |
| Participant deferral / active EE | $4,000 | $5,806-31.1% | $5,081-21.3% | $5,609-28.7% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |