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 | $25,567 | $138,065-81.5% | $123,544-79.3% | $135,375-81.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.80% | 153.68%-172.5pp | 119.20%-138.0pp | 519.73%-538.5pp |
| Employer contribution / active EE | $5,202 | $5,151+1.0% | $4,628+12.4% | $4,779+8.9% |
| Participant deferral / active EE | $12,577 | $6,799+85.0% | $6,426+95.7% | $5,609+124.2% |
| Admin fee / account holder | $31 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |