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 | $41,449 | $160,055-74.1% | $140,016-70.4% | $135,375-69.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -29.29% | 911.38%-940.7pp | 651.12%-680.4pp | 519.73%-549.0pp |
| Employer contribution / active EE | $20,655 | $6,420+221.7% | $5,606+268.4% | $4,779+332.2% |
| Participant deferral / active EE | $9,250 | $7,642+21.0% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $23 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |