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 10-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 | $73,016 | $165,335-55.8% | $149,696-51.2% | $158,922-54.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.19% | 348.15%-348.3pp | 276.60%-276.8pp | 302.83%-303.0pp |
| Employer contribution / active EE | $13,617 | $5,103+166.9% | $4,644+193.2% | $4,761+186.0% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $117 | $10,807-98.9% | $9,309-98.7% | $11,246-99.0% |