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 10-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 | $205,059 | $100,852+103.3% | $90,404+126.8% | $158,922+29.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -38.12% | 1724.20%-1762.3pp | 1293.02%-1331.1pp | 302.83%-340.9pp |
| Employer contribution / active EE | $18,907 | $3,689+412.6% | $3,262+479.6% | $4,761+297.1% |
| Participant deferral / active EE | $17,533 | $4,348+303.3% | $3,963+342.4% | $5,982+193.1% |
| Admin fee / account holder | $75 | $6,501-98.8% | $5,611-98.7% | $11,246-99.3% |