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 4-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 | $30,399 | $92,703-67.2% | $82,719-63.3% | $134,475-77.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.31% | 944.92%-966.2pp | 701.18%-722.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $4,168 | $3,274+27.3% | $3,009+38.5% | $4,740-12.1% |
| Participant deferral / active EE | $10,756 | $4,802+124.0% | $4,395+144.7% | $6,400+68.1% |
| Admin fee / account holder | $296 | $5,983-95.1% | $5,329-94.4% | $11,426-97.4% |