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 | $30,165 | $180,449-83.3% | $154,107-80.4% | $135,375-77.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.85% | 888.09%-898.9pp | 735.12%-746.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $8,445 | $6,035+39.9% | $5,298+59.4% | $4,779+76.7% |
| Participant deferral / active EE | $10,914 | $5,806+88.0% | $5,081+114.8% | $5,609+94.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |