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 9-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 | $25,229 | $69,518-63.7% | $59,878-57.9% | $135,375-81.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -14.05% | 7.94%-22.0pp | 3.46%-17.5pp | 519.73%-533.8pp |
| Employer contribution / active EE | $5,150 | $3,235+59.2% | $2,722+89.2% | $4,779+7.8% |
| Participant deferral / active EE | $8,400 | $4,206+99.7% | $3,402+146.9% | $5,609+49.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |