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 | $27,836 | $100,852-72.4% | $90,404-69.2% | $158,922-82.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -6.05% | 1724.20%-1730.2pp | 1293.02%-1299.1pp | 302.83%-308.9pp |
| Employer contribution / active EE | $2,238 | $3,689-39.3% | $3,262-31.4% | $4,761-53.0% |
| Participant deferral / active EE | $7,189 | $4,348+65.4% | $3,963+81.4% | $5,982+20.2% |
| Admin fee / account holder | $38 | $6,501-99.4% | $5,611-99.3% | $11,246-99.7% |