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 | $20,840 | $138,065-84.9% | $123,544-83.1% | $135,375-84.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -23.74% | 153.68%-177.4pp | 119.20%-142.9pp | 519.73%-543.5pp |
| Employer contribution / active EE | $4,507 | $5,151-12.5% | $4,628-2.6% | $4,779-5.7% |
| Participant deferral / active EE | $11,627 | $6,799+71.0% | $6,426+81.0% | $5,609+107.3% |
| Admin fee / account holder | $133 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |