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 | $34,798 | $180,449-80.7% | $154,107-77.4% | $135,375-74.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.90% | 888.09%-899.0pp | 735.12%-746.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $12,737 | $6,035+111.1% | $5,298+140.4% | $4,779+166.5% |
| Participant deferral / active EE | $6,320 | $5,806+8.9% | $5,081+24.4% | $5,609+12.7% |
| Admin fee / account holder | $173 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |