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 6-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 | $107,579 | $105,998+1.5% | $92,233+16.6% | $147,584-27.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -41.14% | 50.05%-91.2pp | 176.28%-217.4pp | 578.55%-619.7pp |
| Employer contribution / active EE | $2,344 | $4,333-45.9% | $3,679-36.3% | $4,876-51.9% |
| Participant deferral / active EE | $2,930 | $4,478-34.6% | $3,897-24.8% | $5,439-46.1% |
| Admin fee / account holder | $226 | $6,332-96.4% | $5,194-95.6% | $10,885-97.9% |