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 5-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 | $16,138 | $67,331-76.0% | $60,874-73.5% | $134,475-88.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -65.65% | 49.93%-115.6pp | 16.90%-82.5pp | 417.96%-483.6pp |
| Employer contribution / active EE | $2,007 | $3,096-35.2% | $2,701-25.7% | $4,740-57.7% |
| Participant deferral / active EE | $13,377 | $4,538+194.8% | $3,817+250.5% | $6,400+109.0% |
| Admin fee / account holder | $257 | $4,582-94.4% | $3,224-92.0% | $11,426-97.8% |