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 | $28,018 | $138,065-79.7% | $123,544-77.3% | $135,375-79.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.86% | 153.68%-165.5pp | 119.20%-131.1pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,633 | $5,151-68.3% | $4,628-64.7% | $4,779-65.8% |
| Participant deferral / active EE | $14,647 | $6,799+115.4% | $6,426+127.9% | $5,609+161.1% |
| Admin fee / account holder | $107 | $10,916-99.0% | $9,284-98.8% | $10,827-99.0% |