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 | $23,184 | $88,594-73.8% | $70,092-66.9% | $134,475-82.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -22.91% | 442.67%-465.6pp | 190.73%-213.6pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,477 | $3,233-23.4% | $2,559-3.2% | $4,740-47.7% |
| Participant deferral / active EE | $5,075 | $4,772+6.3% | $3,849+31.9% | $6,400-20.7% |
| Admin fee / account holder | $215 | $10,441-97.9% | $6,267-96.6% | $11,426-98.1% |