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 | $47,809 | $160,055-70.1% | $140,016-65.9% | $135,375-64.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -26.50% | 911.38%-937.9pp | 651.12%-677.6pp | 519.73%-546.2pp |
| Employer contribution / active EE | $12,591 | $6,420+96.1% | $5,606+124.6% | $4,779+163.5% |
| Participant deferral / active EE | $21,633 | $7,642+183.1% | $6,927+212.3% | $5,609+285.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |