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 | $14,975 | $90,600-83.5% | $79,464-81.2% | $135,375-88.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.67% | 977.43%-989.1pp | 718.14%-729.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,447 | $3,068-20.2% | $2,800-12.6% | $4,779-48.8% |
| Participant deferral / active EE | $7,548 | $4,050+86.4% | $3,704+103.8% | $5,609+34.6% |
| Admin fee / account holder | $48 | $5,907-99.2% | $5,113-99.1% | $10,827-99.6% |