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 3-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 | $115,667 | $110,257+4.9% | $96,544+19.8% | $139,434-17.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -83.44% | 26.32%-109.8pp | 25.84%-109.3pp | 372.94%-456.4pp |
| Employer contribution / active EE | $53,778 | $3,620+1385.7% | $2,965+1713.8% | $4,751+1032.0% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $292 | $11,591-97.5% | $8,252-96.5% | $11,403-97.4% |