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 8-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 | $55,745 | $97,757-43.0% | $83,848-33.5% | $135,375-58.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.78% | 1287.37%-1302.2pp | 850.88%-865.7pp | 519.73%-534.5pp |
| Employer contribution / active EE | $21,347 | $4,222+405.7% | $3,631+488.0% | $4,779+346.7% |
| Participant deferral / active EE | $12,905 | $4,682+175.6% | $4,082+216.2% | $5,609+130.1% |
| Admin fee / account holder | $171 | $6,674-97.4% | $5,478-96.9% | $10,827-98.4% |