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 | $10,655 | $88,751-88.0% | $81,812-87.0% | $145,922-92.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -1.32% | 1025.40%-1026.7pp | 773.79%-775.1pp | 561.29%-562.6pp |
| Employer contribution / active EE | $944 | $3,083-69.4% | $2,912-67.6% | $4,660-79.7% |
| Participant deferral / active EE | $7,686 | $4,643+65.5% | $4,319+78.0% | $6,688+14.9% |
| Admin fee / account holder | $196 | $8,415-97.7% | $7,386-97.4% | $13,397-98.5% |