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 | $35,002 | $160,055-78.1% | $140,016-75.0% | $135,375-74.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.59% | 911.38%-923.0pp | 651.12%-662.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $3,984 | $6,420-38.0% | $5,606-28.9% | $4,779-16.6% |
| Participant deferral / active EE | $9,306 | $7,642+21.8% | $6,927+34.3% | $5,609+65.9% |
| Admin fee / account holder | $49 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |