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 | $47,095 | $202,318-76.7% | $172,739-72.7% | $152,861-69.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -97.77% | 1029.65%-1127.4pp | 802.84%-900.6pp | 345.32%-443.1pp |
| Employer contribution / active EE | $21,066 | $5,856+259.7% | $5,143+309.6% | $4,762+342.4% |
| Participant deferral / active EE | $25,000 | $5,948+320.3% | $5,198+381.0% | $5,850+327.3% |
| Admin fee / account holder | $183 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |