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 6-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 | $14,688 | $92,703-84.2% | $82,719-82.2% | $134,475-89.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.45% | 944.92%-967.4pp | 701.18%-723.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,462 | $4,802+55.4% | $4,395+69.8% | $6,400+16.6% |
| Admin fee / account holder | $154 | $5,983-97.4% | $5,329-97.1% | $11,426-98.6% |