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 7-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 | $68,447 | $102,828-33.4% | $105,387-35.1% | $152,861-55.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -70.01% | 20.85%-90.9pp | 26.82%-96.8pp | 345.32%-415.3pp |
| Employer contribution / active EE | $37,000 | $4,473+727.3% | $4,213+778.2% | $4,762+676.9% |
| Participant deferral / active EE | $25,000 | $5,465+357.5% | $5,502+354.4% | $5,850+327.3% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |