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 | $50,166 | $160,055-68.7% | $140,016-64.2% | $135,375-62.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -18.47% | 911.38%-929.8pp | 651.12%-669.6pp | 519.73%-538.2pp |
| Employer contribution / active EE | $7,918 | $6,420+23.3% | $5,606+41.3% | $4,779+65.7% |
| Participant deferral / active EE | $17,161 | $7,642+124.6% | $6,927+147.7% | $5,609+206.0% |
| Admin fee / account holder | $41 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |