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 10-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 | $21,624 | $82,630-73.8% | $64,105-66.3% | $125,391-82.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.72% | 1489.72%-1495.4pp | 791.24%-797.0pp | 282.22%-287.9pp |
| Employer contribution / active EE | $2,060 | $2,671-22.9% | $1,820+13.2% | $4,866-57.7% |
| Participant deferral / active EE | $4,869 | $3,608+34.9% | $2,822+72.6% | $5,352-9.0% |
| Admin fee / account holder | $25 | $6,382-99.6% | $4,499-99.5% | $9,540-99.7% |