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 | $76,811 | $110,257-30.3% | $96,544-20.4% | $139,434-44.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -50.09% | 26.32%-76.4pp | 25.84%-75.9pp | 372.94%-423.0pp |
| Employer contribution / active EE | $13,075 | $3,620+261.2% | $2,965+341.0% | $4,751+175.2% |
| Participant deferral / active EE | $10,174 | $5,548+83.4% | $4,851+109.7% | $6,710+51.6% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |