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 | $14,527 | $97,757-85.1% | $83,848-82.7% | $135,375-89.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.38% | 1287.37%-1299.7pp | 850.88%-863.3pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,239 | $4,222-70.6% | $3,631-65.9% | $4,779-74.1% |
| Participant deferral / active EE | $3,700 | $4,682-21.0% | $4,082-9.3% | $5,609-34.0% |
| Admin fee / account holder | $198 | $6,674-97.0% | $5,478-96.4% | $10,827-98.2% |