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 | $23,013 | $138,065-83.3% | $123,544-81.4% | $135,375-83.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -81.93% | 153.68%-235.6pp | 119.20%-201.1pp | 519.73%-601.7pp |
| Employer contribution / active EE | $9,867 | $5,151+91.5% | $4,628+113.2% | $4,779+106.5% |
| Participant deferral / active EE | $12,813 | $6,799+88.5% | $6,426+99.4% | $5,609+128.5% |
| Admin fee / account holder | $40 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |