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 | $107,414 | $109,982-2.3% | $97,226+10.5% | $145,922-26.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -18.42% | 242.90%-261.3pp | 75.13%-93.6pp | 561.29%-579.7pp |
| Employer contribution / active EE | $1,417 | $3,084-54.1% | $2,729-48.1% | $4,660-69.6% |
| Participant deferral / active EE | $1,417 | $4,676-69.7% | $4,264-66.8% | $6,688-78.8% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |