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 4-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 | $152,685 | $190,805-20.0% | $159,960-4.5% | $134,475+13.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.31% | 552.23%-573.5pp | 408.60%-429.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $22,160 | $4,995+343.6% | $4,226+424.4% | $4,740+367.5% |
| Participant deferral / active EE | $11,958 | $6,923+72.7% | $6,182+93.4% | $6,400+86.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |