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 6-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 | $9,509 | $92,703-89.7% | $82,719-88.5% | $134,475-92.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -31.32% | 944.92%-976.2pp | 701.18%-732.5pp | 417.96%-449.3pp |
| Employer contribution / active EE | $1,368 | $3,274-58.2% | $3,009-54.5% | $4,740-71.1% |
| Participant deferral / active EE | $3,879 | $4,802-19.2% | $4,395-11.7% | $6,400-39.4% |
| Admin fee / account holder | $51 | $5,983-99.2% | $5,329-99.0% | $11,426-99.6% |