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 | $23,069 | $90,600-74.5% | $79,464-71.0% | $135,375-83.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.84% | 977.43%-987.3pp | 718.14%-728.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,676 | $3,068+19.8% | $2,800+31.3% | $4,779-23.1% |
| Participant deferral / active EE | $4,979 | $4,050+22.9% | $3,704+34.4% | $5,609-11.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |