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 | $34,872 | $138,065-74.7% | $123,544-71.8% | $135,375-74.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.09% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $16,349 | $5,151+217.4% | $4,628+253.3% | $4,779+242.1% |
| Participant deferral / active EE | $14,274 | $6,799+109.9% | $6,426+122.1% | $5,609+154.5% |
| Admin fee / account holder | $273 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |