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 | $52,063 | $70,606-26.3% | $53,898-3.4% | $142,382-63.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -27.91% | 619.81%-647.7pp | 528.60%-556.5pp | 217.08%-245.0pp |
| Employer contribution / active EE | $13,781 | $1,202+1046.4% | $932+1378.6% | $4,299+220.6% |
| Participant deferral / active EE | $15,007 | $2,364+534.8% | $1,826+721.8% | $6,507+130.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |