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 6-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 | $17,247 | $92,703-81.4% | $82,719-79.2% | $134,475-87.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.15% | 944.92%-966.1pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,867 | $3,274-12.4% | $3,009-4.7% | $4,740-39.5% |
| Participant deferral / active EE | $3,578 | $4,802-25.5% | $4,395-18.6% | $6,400-44.1% |
| Admin fee / account holder | $151 | $5,983-97.5% | $5,329-97.2% | $11,426-98.7% |