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 | $26,254 | $138,065-81.0% | $123,544-78.7% | $135,375-80.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.65% | 153.68%-169.3pp | 119.20%-134.8pp | 519.73%-535.4pp |
| Employer contribution / active EE | $2,657 | $5,151-48.4% | $4,628-42.6% | $4,779-44.4% |
| Participant deferral / active EE | $6,801 | $6,7990% | $6,426+5.8% | $5,609+21.3% |
| Admin fee / account holder | $167 | $10,916-98.5% | $9,284-98.2% | $10,827-98.5% |