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 | $43,281 | $97,757-55.7% | $83,848-48.4% | $135,375-68.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.76% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $9,588 | $4,222+127.1% | $3,631+164.1% | $4,779+100.6% |
| Participant deferral / active EE | $8,472 | $4,682+80.9% | $4,082+107.6% | $5,609+51.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |