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 | $201,819 | $148,534+35.9% | $135,903+48.5% | $139,434+44.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -72.77% | 79.19%-152.0pp | 68.23%-141.0pp | 372.94%-445.7pp |
| Employer contribution / active EE | $22,500 | $5,243+329.1% | $4,856+363.3% | $4,751+373.6% |
| Participant deferral / active EE | $49,500 | $8,100+511.1% | $7,758+538.1% | $6,710+637.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |