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 | $27,887 | $90,600-69.2% | $79,464-64.9% | $135,375-79.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.00% | 977.43%-989.4pp | 718.14%-730.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $4,007 | $3,068+30.6% | $2,800+43.1% | $4,779-16.2% |
| Participant deferral / active EE | $9,693 | $4,050+139.3% | $3,704+161.7% | $5,609+72.8% |
| Admin fee / account holder | $5 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |