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 6-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 | $98,737 | $115,708-14.7% | $65,255+51.3% | $139,434-29.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | -81.16% | 31.19%-112.4pp | 47.35%-128.5pp | 372.94%-454.1pp |
| Employer contribution / active EE | $3,950 | $2,599+52.0% | $1,691+133.6% | $4,751-16.9% |
| Participant deferral / active EE | $30,000 | $4,240+607.6% | $2,831+959.7% | $6,710+347.1% |
| Admin fee / account holder | $34 | $6,698-99.5% | $4,112-99.2% | $11,403-99.7% |