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 7-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 | $66,737 | $190,805-65.0% | $159,960-58.3% | $134,475-50.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.26% | 552.23%-577.5pp | 408.60%-433.9pp | 417.96%-443.2pp |
| Employer contribution / active EE | $1,741 | $4,995-65.1% | $4,226-58.8% | $4,740-63.3% |
| Participant deferral / active EE | $15,833 | $6,923+128.7% | $6,182+156.1% | $6,400+147.4% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |