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 | $15,719 | $90,600-82.7% | $79,464-80.2% | $135,375-88.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -28.75% | 977.43%-1006.2pp | 718.14%-746.9pp | 519.73%-548.5pp |
| Employer contribution / active EE | $4,271 | $3,068+39.2% | $2,800+52.5% | $4,779-10.6% |
| Participant deferral / active EE | $8,703 | $4,050+114.9% | $3,704+135.0% | $5,609+55.2% |
| Admin fee / account holder | $111 | $5,907-98.1% | $5,113-97.8% | $10,827-99.0% |