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 | $23,022 | $138,065-83.3% | $123,544-81.4% | $135,375-83.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.54% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,385 | $5,151-53.7% | $4,628-48.5% | $4,779-50.1% |
| Participant deferral / active EE | $3,292 | $6,799-51.6% | $6,426-48.8% | $5,609-41.3% |
| Admin fee / account holder | $134 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |