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 | $33,218 | $138,065-75.9% | $123,544-73.1% | $135,375-75.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -35.77% | 153.68%-189.5pp | 119.20%-155.0pp | 519.73%-555.5pp |
| Employer contribution / active EE | $21,063 | $5,151+308.9% | $4,628+355.1% | $4,779+340.8% |
| Participant deferral / active EE | $13,334 | $6,799+96.1% | $6,426+107.5% | $5,609+137.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |