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 3-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 | $97,524 | $70,606+38.1% | $53,898+80.9% | $142,382-31.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -12.22% | 619.81%-632.0pp | 528.60%-540.8pp | 217.08%-229.3pp |
| Employer contribution / active EE | $6,298 | $1,202+423.9% | $932+575.7% | $4,299+46.5% |
| Participant deferral / active EE | $27,125 | $2,364+1047.4% | $1,826+1385.3% | $6,507+316.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |