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 | $19,735 | $97,757-79.8% | $83,848-76.5% | $135,375-85.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.67% | 1287.37%-1301.0pp | 850.88%-864.5pp | 519.73%-533.4pp |
| Employer contribution / active EE | $1,751 | $4,222-58.5% | $3,631-51.8% | $4,779-63.4% |
| Participant deferral / active EE | $10,816 | $4,682+131.0% | $4,082+165.0% | $5,609+92.8% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |