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 | $64,261 | $138,065-53.5% | $123,544-48.0% | $135,375-52.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.30% | 153.68%-165.0pp | 119.20%-130.5pp | 519.73%-531.0pp |
| Employer contribution / active EE | $3,599 | $5,151-30.1% | $4,628-22.2% | $4,779-24.7% |
| Participant deferral / active EE | $14,440 | $6,799+112.4% | $6,426+124.7% | $5,609+157.5% |
| Admin fee / account holder | $144 | $10,916-98.7% | $9,284-98.4% | $10,827-98.7% |