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 | $37,138 | $138,065-73.1% | $123,544-69.9% | $135,375-72.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -24.65% | 153.68%-178.3pp | 119.20%-143.8pp | 519.73%-544.4pp |
| Employer contribution / active EE | $12,907 | $5,151+150.5% | $4,628+178.9% | $4,779+170.1% |
| Participant deferral / active EE | $15,080 | $6,799+121.8% | $6,426+134.7% | $5,609+168.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |