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 | $38,681 | $97,757-60.4% | $83,848-53.9% | $135,375-71.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -19.22% | 1287.37%-1306.6pp | 850.88%-870.1pp | 519.73%-539.0pp |
| Employer contribution / active EE | $3,213 | $4,222-23.9% | $3,631-11.5% | $4,779-32.8% |
| Participant deferral / active EE | $2,067 | $4,682-55.9% | $4,082-49.4% | $5,609-63.2% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |