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 | $37,250 | $138,065-73.0% | $123,544-69.8% | $135,375-72.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.43% | 153.68%-169.1pp | 119.20%-134.6pp | 519.73%-535.2pp |
| Employer contribution / active EE | $3,540 | $5,151-31.3% | $4,628-23.5% | $4,779-25.9% |
| Participant deferral / active EE | $12,271 | $6,799+80.5% | $6,426+91.0% | $5,609+118.8% |
| Admin fee / account holder | $138 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |