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 | $19,632 | $84,402-76.7% | $61,373-68.0% | $134,475-85.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -22.13% | 584.55%-606.7pp | 338.61%-360.7pp | 417.96%-440.1pp |
| Employer contribution / active EE | $854 | $1,544-44.7% | $1,159-26.4% | $4,740-82.0% |
| Participant deferral / active EE | $6,813 | $2,819+141.7% | $2,125+220.6% | $6,400+6.5% |
| Admin fee / account holder | $128 | $2,585-95.1% | $2,130-94.0% | $11,426-98.9% |