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 | $17,288 | $124,185-86.1% | $108,410-84.1% | $167,490-89.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -2.19% | 1379.64%-1381.8pp | 905.27%-907.5pp | 478.56%-480.8pp |
| Employer contribution / active EE | $643 | $4,187-84.6% | $3,558-81.9% | $4,837-86.7% |
| Participant deferral / active EE | $5,884 | $6,908-14.8% | $6,563-10.3% | $6,341-7.2% |
| Admin fee / account holder | $85 | $9,455-99.1% | $7,295-98.8% | $12,309-99.3% |