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 9-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 | $22,174 | $104,106-78.7% | $71,086-68.8% | $135,375-83.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -23.75% | 1256.30%-1280.0pp | 650.59%-674.3pp | 519.73%-543.5pp |
| Employer contribution / active EE | $3,103 | $1,485+109.0% | $1,088+185.3% | $4,779-35.1% |
| Participant deferral / active EE | $10,588 | $2,527+319.0% | $1,874+464.9% | $5,609+88.8% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,827-99.9% |