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 | $68,474 | $138,065-50.4% | $123,544-44.6% | $135,375-49.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.25% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $33,962 | $5,151+559.3% | $4,628+633.9% | $4,779+610.7% |
| Participant deferral / active EE | $19,500 | $6,799+186.8% | $6,426+203.5% | $5,609+247.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |