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 | $24,615 | $138,065-82.2% | $123,544-80.1% | $135,375-81.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.08% | 153.68%-172.8pp | 119.20%-138.3pp | 519.73%-538.8pp |
| Employer contribution / active EE | $9,512 | $5,151+84.6% | $4,628+105.5% | $4,779+99.0% |
| Participant deferral / active EE | $3,464 | $6,799-49.1% | $6,426-46.1% | $5,609-38.2% |
| Admin fee / account holder | $25 | $10,916-99.8% | $9,284-99.7% | $10,827-99.8% |