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 | $15,519 | $97,757-84.1% | $83,848-81.5% | $135,375-88.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -14.88% | 1287.37%-1302.2pp | 850.88%-865.8pp | 519.73%-534.6pp |
| Employer contribution / active EE | $2,005 | $4,222-52.5% | $3,631-44.8% | $4,779-58.0% |
| Participant deferral / active EE | $6,333 | $4,682+35.3% | $4,082+55.2% | $5,609+12.9% |
| Admin fee / account holder | $74 | $6,674-98.9% | $5,478-98.6% | $10,827-99.3% |