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 | $13,289 | $84,695-84.3% | $73,843-82.0% | $125,391-89.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.77% | 3123.53%-3127.3pp | 2267.84%-2271.6pp | 282.22%-286.0pp |
| Employer contribution / active EE | $412 | $3,123-86.8% | $2,787-85.2% | $4,866-91.5% |
| Participant deferral / active EE | $904 | $3,992-77.4% | $3,583-74.8% | $5,352-83.1% |
| Admin fee / account holder | $19 | $5,691-99.7% | $4,880-99.6% | $9,540-99.8% |