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 | $9,943 | $92,703-89.3% | $82,719-88.0% | $134,475-92.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.82% | 944.92%-967.7pp | 701.18%-724.0pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,159 | $3,274-34.1% | $3,009-28.3% | $4,740-54.5% |
| Participant deferral / active EE | $4,461 | $4,802-7.1% | $4,395+1.5% | $6,400-30.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |