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 | $30,374 | $138,065-78.0% | $123,544-75.4% | $135,375-77.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.44% | 153.68%-175.1pp | 119.20%-140.6pp | 519.73%-541.2pp |
| Employer contribution / active EE | $6,733 | $5,151+30.7% | $4,628+45.5% | $4,779+40.9% |
| Participant deferral / active EE | $18,500 | $6,799+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $57 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |