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 8-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 | $12,511 | $84,695-85.2% | $73,843-83.1% | $125,391-90.0% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -8.27% | 3123.53%-3131.8pp | 2267.84%-2276.1pp | 282.22%-290.5pp |
| Employer contribution / active EE | $780 | $3,123-75.0% | $2,787-72.0% | $4,866-84.0% |
| Participant deferral / active EE | $5,850 | $3,992+46.5% | $3,583+63.3% | $5,352+9.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |